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Marshall & Sterling Wealth Advisors’s Monolithic Power Systems MPWR Stock Holding History

Marshall & Sterling Wealth Advisors’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
2025
Q4 		– Sell
-23
Closed -$21.2K – 519
2025
Q3 		$21.2K Hold
23
– – 0.01% 265
2025
Q2 		$16.8K Sell
23
-29
-56% -$18.5K 0.01% 275
2025
Q1 		$30.2K Buy
+52
New +$32.8K 0.02% 217

Other funds holding MPWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's MPWR Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Monolithic Power Systems (MPWR) in Q4 2025, closing a stake of 23 shares — an estimated $21.2K sold.

Marshall & Sterling Wealth Advisors first reported a position in MPWR in Q1 2025 and held it in 3 quarters. The position peaked at $30.2K in Q1 2025. 1,061 funds tracked by Wall St. Rank hold MPWR as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Monolithic Power Systems position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 23 Monolithic Power Systems shares in Q4 2025, an estimated $21.2K.
  • Marshall & Sterling Wealth Advisors first reported a position in Monolithic Power Systems in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Monolithic Power Systems position peaked at $30.2K in Q1 2025.
  • 1,061 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.