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Marshall Financial Group (Maryland)’s Monolithic Power Systems MPWR Stock Holding History

Marshall Financial Group (Maryland)’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 		$556K Sell
402
-87
-18% -$131K 0.08% 204
2026
Q1 		$535K Sell
489
-5
-1% -$5.46K 0.09% 198
2025
Q4 		$448K Sell
494
-1,470
-75% -$1.41M 0.09% 211
2025
Q3 		$1.81M Buy
1,964
+27
+1% +$21.9K 0.35% 64
2025
Q2 		$1.44M Buy
1,937
+95
+5% +$60.5K 0.28% 75
2025
Q1 		$1.07M Buy
1,842
+141
+8% +$88.9K 0.23% 102
2024
Q4 		$1.01M Sell
1,701
-146
-8% -$106K 0.24% 107
2024
Q3 		$1.71M Sell
1,847
-29
-2% -$25K 0.41% 59
2024
Q2 		$1.54M Sell
1,876
-7
-0.4% -$5.05K 0.43% 58
2024
Q1 		$1.28M Buy
1,883
+77
+4% +$51.4K 0.37% 69
2023
Q4 		$1.14M Buy
1,806
+1,351
+297% +$706K 0.37% 68
2023
Q3 		$210K Sell
455
-23
-5% -$11.8K 0.08% 159
2023
Q2 		$258K Sell
478
-880
-65% -$418K 0.09% 149
2023
Q1 		$680K Sell
1,358
-2,725
-67% -$1.25M 0.24% 111
2022
Q4 		$1.44M Buy
4,083
+629
+18% +$226K 0.56% 57
2022
Q3 		$1.25M Buy
3,454
+65
+2% +$28.9K 0.53% 52
2022
Q2 		$1.3M Buy
3,389
+1,460
+76% +$617K 0.52% 56
2022
Q1 		$937K Buy
1,929
+195
+11% +$85K 0.38% 92
2021
Q4 		$855K Buy
+1,734
New +$895K 0.32% 118

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

Marshall Financial Group (Maryland)'s MPWR Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Monolithic Power Systems (MPWR) stake by 18% in Q2 2026, selling an estimated $131K and leaving 402 shares worth $556K. The position accounts for 0.08% of the portfolio, ranked #204.

Marshall Financial Group (Maryland) first reported a position in MPWR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.81M in Q3 2025. 1,237 funds tracked by Wall St. Rank hold MPWR as of Q2 2026.

  • Marshall Financial Group (Maryland) held 402 shares of Monolithic Power Systems worth $556K as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 87 Monolithic Power Systems shares in Q2 2026, an estimated $131K.
  • Monolithic Power Systems made up 0.08% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #204 holding.
  • Marshall Financial Group (Maryland) first reported a position in Monolithic Power Systems in Q4 2021 and has held it in 19 quarters since.
  • Marshall Financial Group (Maryland)'s Monolithic Power Systems position peaked at $1.81M in Q3 2025.
  • 1,237 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.