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Optimize Financial’s Monolithic Power Systems MPWR Stock Holding History

Optimize Financial’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
Q1 		– Sell
-1,615
Closed -$1.46M – 402
2025
Q4 		$1.46M Buy
1,615
+20
+1% +$19.2K 0.74% 21
2025
Q3 		$1.47M Buy
+1,595
New +$1.29M 0.76% 25

Other funds holding MPWR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Optimize Financial's MPWR Position: Q1 2026 in Review

Optimize Financial sold out of Monolithic Power Systems (MPWR) in Q1 2026, closing a stake of 1,615 shares — an estimated $1.46M sold.

Optimize Financial first reported a position in MPWR in Q3 2025 and held it in 2 quarters. The position peaked at $1.47M in Q3 2025. 1,114 funds tracked by Wall St. Rank hold MPWR as of Q1 2026.

  • Optimize Financial reported no remaining Monolithic Power Systems position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 1,615 Monolithic Power Systems shares in Q1 2026, an estimated $1.46M.
  • Optimize Financial first reported a position in Monolithic Power Systems in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's Monolithic Power Systems position peaked at $1.47M in Q3 2025.
  • 1,114 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.