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Phoenix Financial’s Monolithic Power Systems MPWR Stock Holding History

Phoenix 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
Q2 		$776K Buy
561
+92
+20% +$138K 0.01% 289
2026
Q1 		$513K Buy
469
+120
+34% +$131K ﹤0.01% 304
2025
Q4 		$316K Buy
349
+39
+13% +$37.5K ﹤0.01% 373
2025
Q3 		$286K Buy
+310
New +$251K ﹤0.01% 391

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 $3.38T AUM 44.17% 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

Phoenix Financial's MPWR Position: Q2 2026 in Review

Phoenix Financial increased its Monolithic Power Systems (MPWR) stake by 20% in Q2 2026, buying an estimated $138K and bringing the position to 561 shares worth $776K. The position accounts for 0.01% of the portfolio, ranked #289.

Phoenix Financial first reported a position in MPWR in Q3 2025 and has held it in 4 quarters since. 1,246 funds tracked by Wall St. Rank hold MPWR as of Q2 2026.

  • Phoenix Financial held 561 shares of Monolithic Power Systems worth $776K as of Q2 2026.
  • Phoenix Financial bought 92 Monolithic Power Systems shares in Q2 2026, an estimated $138K.
  • Monolithic Power Systems made up 0.01% of Phoenix Financial's portfolio in Q2 2026, its #289 holding.
  • Phoenix Financial first reported a position in Monolithic Power Systems in Q3 2025 and has held it in 4 quarters since.
  • 1,246 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.