Peterson Wealth Services
MPWR icon

Peterson Wealth Services’s Monolithic Power Systems MPWR Stock Holding History

Peterson Wealth Services’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
Q3 		$1.96M Buy
1,454
+150
+12% +$197K 0.41% 52
2026
Q2 		$1.8M Buy
1,304
+81
+7% +$122K 0.39% 58
2026
Q1 		$1.34M Hold
1,223
– – 0.33% 60
2025
Q4 		$1.11M Sell
1,223
-6,852
-85% -$6.59M 0.28% 64
2025
Q3 		$1.15M Buy
8,075
+6,836
+552% +$5.54M 0.28% 59
2025
Q2 		$906K Buy
1,239
+1
+0.1% +$637 0.25% 61
2025
Q1 		$718K Sell
1,238
-82
-6% -$51.7K 0.22% 65
2024
Q4 		$781K Buy
1,320
+84
+7% +$60.8K 0.23% 75
2024
Q3 		$1.14M Buy
1,236
+127
+11% +$110K 0.37% 60
2024
Q2 		$911K Buy
1,109
+100
+10% +$72.2K 0.32% 62
2024
Q1 		$683K Buy
1,009
+609
+152% +$407K 0.25% 76
2023
Q4 		$252K Buy
+400
New +$209K 0.11% 84

Other funds holding MPWR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Peterson Wealth Services's MPWR Position: Q3 2026 in Review

Peterson Wealth Services increased its Monolithic Power Systems (MPWR) stake by 12% in Q3 2026, buying an estimated $197K and bringing the position to 1,454 shares worth $1.96M. The position accounts for 0.41% of the portfolio, ranked #52.

Peterson Wealth Services first reported a position in MPWR in Q4 2023 and has held it in 12 quarters since. 910 funds tracked by Wall St. Rank hold MPWR as of Q3 2026.

  • Peterson Wealth Services held 1,454 shares of Monolithic Power Systems worth $1.96M as of Q3 2026.
  • Peterson Wealth Services bought 150 Monolithic Power Systems shares in Q3 2026, an estimated $197K.
  • Monolithic Power Systems made up 0.41% of Peterson Wealth Services's portfolio in Q3 2026, its #52 holding.
  • Peterson Wealth Services first reported a position in Monolithic Power Systems in Q4 2023 and has held it in 12 quarters since.
  • 910 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.