LRI Investments’s Monolithic Power Systems MPWR Stock Holding History

LRI Investments’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	$274K	Buy	198 +1	+0.5%	+$1.5K	0.02%	274
2026 Q1	$215K	Buy	197 +9	+5%	+$9.83K	0.02%	276
2025 Q4	$170K	Hold	188	–	–	0.01%	315
2025 Q3	$173K	Hold	188	–	–	0.01%	316
2025 Q2	$137K	Hold	188	–	–	0.01%	365
2025 Q1	$109K	Hold	188	–	–	0.01%	402
2024 Q4	$111K	Hold	188	–	–	0.01%	395
2024 Q3	$108K	Hold	188	–	–	0.01%	394
2024 Q2	$154K	Hold	188	–	–	0.02%	297
2024 Q1	$127K	Buy	+188	New	+$126K	0.03%	172

Other funds holding MPWR

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

Handelsbanken Fonder

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

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return