PWM
MPWR icon

Perigon Wealth Management’s Monolithic Power Systems MPWR Stock Holding History

Perigon Wealth Management’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 		$1.01M Sell
732
-73
-9% -$110K 0.02% 592
2026
Q1 		$880K Buy
805
+130
+19% +$142K 0.02% 574
2025
Q4 		$612K Buy
675
+103
+18% +$99.1K 0.01% 699
2025
Q3 		$527K Buy
572
+62
+12% +$50.3K 0.01% 722
2025
Q2 		$373K Buy
510
+51
+11% +$32.5K 0.01% 766
2025
Q1 		$266K Sell
459
-30
-6% -$18.9K 0.01% 857
2024
Q4 		$292K Sell
489
-1,151
-70% -$833K 0.01% 824
2024
Q3 		$1.52M Buy
1,640
+66
+4% +$57K 0.04% 328
2024
Q2 		$1.29M Buy
1,574
+55
+4% +$39.7K 0.04% 319
2024
Q1 		$1.03M Buy
1,519
+993
+189% +$663K 0.03% 364
2023
Q4 		$332K Buy
526
+66
+14% +$34.5K 0.01% 621
2023
Q3 		$213K Buy
460
+59
+15% +$30.2K 0.01% 714
2023
Q2 		$217K Sell
401
-60
-13% -$28.5K 0.01% 713
2023
Q1 		$231K Buy
+461
New +$212K 0.01% 629
2022
Q3 		– Sell
-539
Closed -$207K – 591
2022
Q2 		$207K Buy
539
+26
+5% +$11K 0.02% 533
2022
Q1 		$249K Buy
513
+93
+22% +$40.5K 0.02% 525
2021
Q4 		$207K Buy
+420
New +$217K 0.01% 555
2021
Q1 		– Sell
-284
Closed -$104K – 826
2020
Q4 		$104K Buy
+284
New +$91K 0.01% 534

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

Perigon Wealth Management's MPWR Position: Q2 2026 in Review

Perigon Wealth Management reduced its Monolithic Power Systems (MPWR) stake by 9.1% in Q2 2026, selling an estimated $110K and leaving 732 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #592.

Perigon Wealth Management first reported a position in MPWR in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.52M in Q3 2024. 1,243 funds tracked by Wall St. Rank hold MPWR as of Q2 2026.

  • Perigon Wealth Management held 732 shares of Monolithic Power Systems worth $1.01M as of Q2 2026.
  • Perigon Wealth Management sold 73 Monolithic Power Systems shares in Q2 2026, an estimated $110K.
  • Monolithic Power Systems made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #592 holding.
  • Perigon Wealth Management first reported a position in Monolithic Power Systems in Q4 2020 and has held it in 18 quarters since.
  • Perigon Wealth Management's Monolithic Power Systems position peaked at $1.52M in Q3 2024.
  • 1,243 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.