Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Monolithic Power Systems MPWR Stock Holding History

Kayne Anderson Rudnick Investment 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
Q2 		$285M Sell
206,130
-60,540
-23% -$90.9M 0.89% 36
2026
Q1 		$292M Sell
266,670
-27,373
-9% -$29.9M 0.86% 44
2025
Q4 		$267M Sell
294,043
-61,320
-17% -$59M 0.72% 52
2025
Q3 		$327M Sell
355,363
-8,595
-2% -$6.97M 0.8% 47
2025
Q2 		$266M Buy
363,958
+2,834
+0.8% +$1.81M 0.64% 54
2025
Q1 		$209M Sell
361,124
-1,637
-0.5% -$1.03M 0.51% 61
2024
Q4 		$215M Buy
362,761
+81,234
+29% +$58.8M 0.49% 66
2024
Q3 		$260M Buy
281,527
+5,548
+2% +$4.79M 0.57% 59
2024
Q2 		$227M Buy
275,979
+34,557
+14% +$24.9M 0.55% 59
2024
Q1 		$164M Buy
241,422
+25,197
+12% +$16.8M 0.38% 76
2023
Q4 		$136M Buy
216,225
+19,444
+10% +$10.2M 0.34% 84
2023
Q3 		$90.9M Buy
196,781
+15,609
+9% +$7.98M 0.26% 103
2023
Q2 		$97.9M Buy
181,172
+10,611
+6% +$5.04M 0.27% 101
2023
Q1 		$85.4M Buy
170,561
+9,500
+6% +$4.37M 0.25% 105
2022
Q4 		$57M Buy
+161,061
New +$57.9M 0.18% 125

Other funds holding MPWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's MPWR Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its Monolithic Power Systems (MPWR) stake by 23% in Q2 2026, selling an estimated $90.9M and leaving 206,130 shares worth $285M. The position accounts for 0.89% of the portfolio, ranked #36.

Kayne Anderson Rudnick Investment Management first reported a position in MPWR in Q4 2022 and has held it in 15 quarters since. The position peaked at $327M in Q3 2025. 1,235 funds tracked by Wall St. Rank hold MPWR as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 206,130 shares of Monolithic Power Systems worth $285M as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management sold 60,540 Monolithic Power Systems shares in Q2 2026, an estimated $90.9M.
  • Monolithic Power Systems made up 0.89% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #36 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Monolithic Power Systems in Q4 2022 and has held it in 15 quarters since.
  • Kayne Anderson Rudnick Investment Management's Monolithic Power Systems position peaked at $327M in Q3 2025.
  • 1,235 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.