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Montag & Associates’s Monolithic Power Systems MPWR Stock Holding History

Montag & Associates’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 		$165K Sell
119
-11
-8% -$16.5K 0.01% 450
2026
Q1 		$142K Hold
130
– – 0.01% 463
2025
Q4 		$118K Sell
130
-59
-31% -$56.8K 0.01% 486
2025
Q3 		$174K Sell
189
-161
-46% -$131K 0.01% 416
2025
Q2 		$257K Sell
350
-751
-68% -$478K 0.01% 378
2025
Q1 		$640K Sell
1,101
-245
-18% -$154K 0.03% 289
2024
Q4 		$799K Sell
1,346
-817
-38% -$592K 0.04% 266
2024
Q3 		$2M Sell
2,163
-35
-2% -$30.2K 0.09% 179
2024
Q2 		$1.81M Sell
2,198
-763
-26% -$551K 0.09% 173
2024
Q1 		$2.01M Buy
+2,961
New +$1.98M 0.1% 172

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 $3.38T AUM 44.17% 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

Montag & Associates's MPWR Position: Q2 2026 in Review

Montag & Associates reduced its Monolithic Power Systems (MPWR) stake by 8.5% in Q2 2026, selling an estimated $16.5K and leaving 119 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #450.

Montag & Associates first reported a position in MPWR in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.01M in Q1 2024. 1,246 funds tracked by Wall St. Rank hold MPWR as of Q2 2026.

  • Montag & Associates held 119 shares of Monolithic Power Systems worth $165K as of Q2 2026.
  • Montag & Associates sold 11 Monolithic Power Systems shares in Q2 2026, an estimated $16.5K.
  • Monolithic Power Systems made up 0.01% of Montag & Associates's portfolio in Q2 2026, its #450 holding.
  • Montag & Associates first reported a position in Monolithic Power Systems in Q1 2024 and has held it in 10 quarters since.
  • Montag & Associates's Monolithic Power Systems position peaked at $2.01M in Q1 2024.
  • 1,246 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.