JFS Wealth Advisors’s Power Integrations POWI Stock Holding History

JFS Wealth Advisors’s Portfolio POWI Stock Details POWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$671	Buy	+8	New	+$577	﹤0.01%	1901
2025 Q4	–	Sell	-24	Closed	-$966	–	1966
2025 Q3	$966	Sell	24 -11	-31%	-$531	﹤0.01%	1637
2025 Q2	$1.96K	Sell	35 -15	-30%	-$770	﹤0.01%	1397
2025 Q1	$2.52K	Hold	50	–	–	﹤0.01%	1381
2024 Q4	$3.08K	Sell	50 -4	-7%	-$254	﹤0.01%	1312
2024 Q3	$3.46K	Sell	54 -20	-27%	-$1.32K	﹤0.01%	1252
2024 Q2	$5.2K	Sell	74 -3	-4%	-$215	﹤0.01%	1053
2024 Q1	$5.51K	Buy	77 +4	+5%	+$299	﹤0.01%	1063
2023 Q4	$6K	Sell	73 -3	-4%	-$230	﹤0.01%	979
2023 Q3	$5.8K	Sell	76 -14	-16%	-$1.2K	﹤0.01%	928
2023 Q2	$8.52K	Sell	90 -6	-6%	-$501	﹤0.01%	779
2023 Q1	$8.13K	Buy	96 +7	+8%	+$581	﹤0.01%	788
2022 Q4	$6.38K	Sell	89 -5	-5%	-$357	﹤0.01%	897
2022 Q3	$6K	Buy	94 +13	+16%	+$973	﹤0.01%	936
2022 Q2	$6K	Sell	81 -8	-9%	-$649	﹤0.01%	952
2022 Q1	$8K	Buy	89 +75	+536%	+$6.54K	﹤0.01%	879
2021 Q4	$1K	Buy	+14	New	+$1.38K	﹤0.01%	1515

Other funds holding POWI

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return