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Legacy Wealth Asset Management’s Power Integrations POWI Stock Holding History

Legacy Wealth Asset Management’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
2025
Q3 		– Sell
-5,230
Closed -$292K – 375
2025
Q2 		$292K Sell
5,230
-1,764
-25% -$90.5K 0.07% 318
2025
Q1 		$353K Buy
6,994
+63
+0.9% +$3.77K 0.1% 277
2024
Q4 		$428K Sell
6,931
-249
-3% -$15.8K 0.12% 260
2024
Q3 		$460K Sell
7,180
-56
-0.8% -$3.7K 0.12% 258
2024
Q2 		$508K Buy
7,236
+3
+0% +$215 0.14% 226
2024
Q1 		$518K Buy
7,233
+3
+0% +$224 0.14% 227
2023
Q4 		$594K Sell
7,230
-43
-0.6% -$3.3K 0.19% 174
2023
Q3 		$555K Sell
7,273
-104
-1% -$8.9K 0.2% 168
2023
Q2 		$698K Buy
7,377
+879
+14% +$73.4K 0.24% 129
2023
Q1 		$550K Sell
6,498
-161
-2% -$13.4K 0.2% 175
2022
Q4 		$478K Buy
6,659
+110
+2% +$7.85K 0.18% 187
2022
Q3 		$421K Sell
6,549
-311
-5% -$23.3K 0.18% 199
2022
Q2 		$515K Sell
6,860
-841
-11% -$68.3K 0.21% 168
2022
Q1 		$714K Buy
7,701
+296
+4% +$25.8K 0.25% 154
2021
Q4 		$688K Buy
7,405
+31
+0.4% +$3.04K 0.23% 157
2021
Q3 		$730K Sell
7,374
-1,933
-21% -$187K 0.33% 123
2021
Q2 		$764K Buy
9,307
+1,397
+18% +$113K 0.34% 122
2021
Q1 		$645K Sell
7,910
-272
-3% -$23.7K 0.3% 140
2020
Q4 		$670K Buy
+8,182
New +$555K 0.34% 116

Other funds holding POWI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Legacy Wealth Asset Management's POWI Position: Q3 2025 in Review

Legacy Wealth Asset Management sold out of Power Integrations (POWI) in Q3 2025, closing a stake of 5,230 shares — an estimated $292K sold.

Legacy Wealth Asset Management first reported a position in POWI in Q4 2020 and held it in 19 quarters. The position peaked at $764K in Q2 2021. 315 funds tracked by Wall St. Rank hold POWI as of Q3 2025.

  • Legacy Wealth Asset Management reported no remaining Power Integrations position as of Q3 2025 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 5,230 Power Integrations shares in Q3 2025, an estimated $292K.
  • Legacy Wealth Asset Management first reported a position in Power Integrations in Q4 2020 and held it in 19 quarters.
  • Legacy Wealth Asset Management's Power Integrations position peaked at $764K in Q2 2021.
  • 315 funds tracked by Wall St. Rank held Power Integrations as of Q3 2025.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2025, filed 14 Oct 2025.