MWM
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Modern Wealth Management’s Monolithic Power Systems MPWR Stock Holding History

Modern Wealth 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 		$4.33M Buy
3,132
+27
+0.9% +$40.5K 0.05% 275
2026
Q1 		$3.48M Sell
3,105
-71
-2% -$77.6K 0.06% 239
2025
Q4 		$2.88M Buy
3,176
+65
+2% +$62.6K 0.05% 250
2025
Q3 		$2.86M Buy
3,111
+5
+0.2% +$4.05K 0.06% 243
2025
Q2 		$2.27M Buy
3,106
+215
+7% +$137K 0.06% 253
2025
Q1 		$1.68M Buy
2,891
+491
+20% +$309K 0.05% 231
2024
Q4 		$1.42M Buy
+2,400
New +$1.74M 0.05% 221

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

Modern Wealth Management's MPWR Position: Q2 2026 in Review

Modern Wealth Management increased its Monolithic Power Systems (MPWR) stake by 0.87% in Q2 2026, buying an estimated $40.5K and bringing the position to 3,132 shares worth $4.33M. The position accounts for 0.05% of the portfolio, ranked #275.

Modern Wealth Management first reported a position in MPWR in Q4 2024 and has held it in 7 quarters since. 1,240 funds tracked by Wall St. Rank hold MPWR as of Q2 2026.

  • Modern Wealth Management held 3,132 shares of Monolithic Power Systems worth $4.33M as of Q2 2026.
  • Modern Wealth Management bought 27 Monolithic Power Systems shares in Q2 2026, an estimated $40.5K.
  • Monolithic Power Systems made up 0.05% of Modern Wealth Management's portfolio in Q2 2026, its #275 holding.
  • Modern Wealth Management first reported a position in Monolithic Power Systems in Q4 2024 and has held it in 7 quarters since.
  • 1,240 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.