Jacksonville Wealth Management’s Monolithic Power Systems MPWR Stock Holding History

Jacksonville Wealth Management’s Portfolio MPWR Stock Details MPWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.01M	Sell	1,491 -33	-2%	-$43.2K	1.05%	20
2026 Q2	$2.11M	Sell	1,524 -45	-3%	-$67.6K	1.19%	22
2026 Q1	$1.72M	Sell	1,569 -5	-0.3%	-$5.46K	1.16%	22
2025 Q4	$1.43M	Sell	1,574 -6	-0.4%	-$5.77K	1.01%	22
2025 Q3	$1.45M	Sell	1,580 -26	-2%	-$21.1K	1.07%	23
2025 Q2	$1.17M	Sell	1,606 -43	-3%	-$27.4K	0.94%	24
2025 Q1	$957K	Sell	1,649 -56	-3%	-$35.3K	0.94%	24
2024 Q4	$1.01M	Buy	+1,705	New	+$1.23M	0.94%	24

Other funds holding MPWR

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Jacksonville Wealth Management's MPWR Position: Q3 2026 in Review

Jacksonville Wealth Management reduced its Monolithic Power Systems (MPWR) stake by 2.2% in Q3 2026, selling an estimated $43.2K and leaving 1,491 shares worth $2.01M. The position accounts for 1.05% of the portfolio, ranked #20.

Jacksonville Wealth Management first reported a position in MPWR in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.11M in Q2 2026. 554 funds tracked by Wall St. Rank hold MPWR as of Q3 2026.

Jacksonville Wealth Management held 1,491 shares of Monolithic Power Systems worth $2.01M as of Q3 2026.
Jacksonville Wealth Management sold 33 Monolithic Power Systems shares in Q3 2026, an estimated $43.2K.
Monolithic Power Systems made up 1.05% of Jacksonville Wealth Management's portfolio in Q3 2026, its #20 holding.
Jacksonville Wealth Management first reported a position in Monolithic Power Systems in Q4 2024 and has held it in 8 quarters since.
Jacksonville Wealth Management's Monolithic Power Systems position peaked at $2.11M in Q2 2026.
554 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q3 2026.

Based on Jacksonville Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.