Peak Financial Advisors’s Monolithic Power Systems MPWR Stock Holding History

Peak Financial Advisors’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	$210K	Buy	+152	New	+$228K	0.09%	75
2026 Q1	–	Sell	-789	Closed	-$715K	–	88
2025 Q4	$715K	Buy	+789	New	+$759K	0.32%	47
2025 Q1	–	Sell	-5,410	Closed	-$3.2M	–	81
2024 Q4	$3.2M	Buy	+5,410	New	+$3.92M	1.66%	15
2023 Q4	–	Sell	-478	Closed	-$221K	–	74
2023 Q3	$221K	Buy	+478	New	+$245K	0.24%	46

Other funds holding MPWR

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Peak Financial Advisors's MPWR Position: Q2 2026 in Review

Peak Financial Advisors opened a new position in Monolithic Power Systems (MPWR) in Q2 2026: 152 shares worth $210K. The stake represents 0.09% of the portfolio and ranks #75 among its holdings. This is a return to the name: Peak Financial Advisors previously reported a position in MPWR as recently as Q4 2025.

Peak Financial Advisors first reported a position in MPWR in Q3 2023 and has held it in 4 quarters since. The position peaked at $3.2M in Q4 2024. 199 funds tracked by Wall St. Rank hold MPWR as of Q2 2026.

Peak Financial Advisors held 152 shares of Monolithic Power Systems worth $210K as of Q2 2026.
Monolithic Power Systems was a new Peak Financial Advisors position in Q2 2026.
Monolithic Power Systems made up 0.09% of Peak Financial Advisors's portfolio in Q2 2026, its #75 holding.
Peak Financial Advisors first reported a position in Monolithic Power Systems in Q3 2023 and has held it in 4 quarters since.
Peak Financial Advisors's Monolithic Power Systems position peaked at $3.2M in Q4 2024.
199 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.