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National Wealth Management Group’s Monolithic Power Systems MPWR Stock Holding History

National Wealth Management Group’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 		$1.12M Sell
811
-23
-3% -$34.5K 0.35% 72
2026
Q1 		$912K Sell
834
-502
-38% -$548K 0.34% 69
2025
Q4 		$1.21M Buy
1,336
+92
+7% +$88.5K 0.42% 48
2025
Q3 		$1.15M Sell
1,244
-48
-4% -$38.9K 0.43% 42
2025
Q2 		$945K Sell
1,292
-76
-6% -$48.4K 0.53% 39
2025
Q1 		$793K Buy
+1,368
New +$862K 0.52% 43

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

National Wealth Management Group's MPWR Position: Q2 2026 in Review

National Wealth Management Group reduced its Monolithic Power Systems (MPWR) stake by 2.8% in Q2 2026, selling an estimated $34.5K and leaving 811 shares worth $1.12M. The position accounts for 0.35% of the portfolio, ranked #72.

National Wealth Management Group first reported a position in MPWR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.21M in Q4 2025. 1,245 funds tracked by Wall St. Rank hold MPWR as of Q2 2026.

  • National Wealth Management Group held 811 shares of Monolithic Power Systems worth $1.12M as of Q2 2026.
  • National Wealth Management Group sold 23 Monolithic Power Systems shares in Q2 2026, an estimated $34.5K.
  • Monolithic Power Systems made up 0.35% of National Wealth Management Group's portfolio in Q2 2026, its #72 holding.
  • National Wealth Management Group first reported a position in Monolithic Power Systems in Q1 2025 and has held it in 6 quarters since.
  • National Wealth Management Group's Monolithic Power Systems position peaked at $1.21M in Q4 2025.
  • 1,245 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.