Mount Yale Investment Advisors’s Power Integrations POWI Stock Holding History

Mount Yale Investment Advisors’s Portfolio POWI Stock Details POWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-715	Closed	-$40K	–	1363
2025 Q2	$40K	Buy	+715	New	+$36.7K	﹤0.01%	878
2018 Q4	–	Sell	-1,126	Closed	-$33K	–	659
2018 Q3	$33K	Buy	1,126 +1,088	+2,863%	+$39.1K	0.01%	688
2018 Q2	$1K	Hold	38	–	–	﹤0.01%	935
2018 Q1	$1K	Buy	+38	New	+$1.36K	﹤0.01%	930

Other funds holding POWI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Mount Yale Investment Advisors's POWI Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Power Integrations (POWI) in Q3 2025, closing a stake of 715 shares — an estimated $40K sold.

Mount Yale Investment Advisors first reported a position in POWI in Q1 2018 and held it in 4 quarters. The position peaked at $40K in Q2 2025. 315 funds tracked by Wall St. Rank hold POWI as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Power Integrations position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 715 Power Integrations shares in Q3 2025, an estimated $40K.
Mount Yale Investment Advisors first reported a position in Power Integrations in Q1 2018 and held it in 4 quarters.
Mount Yale Investment Advisors's Power Integrations position peaked at $40K in Q2 2025.
315 funds tracked by Wall St. Rank held Power Integrations as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.