Pinnacle Wealth Planning Services’s Monolithic Power Systems MPWR Stock Holding History

Pinnacle Wealth Planning 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	$255K	Buy	189 +2	+1%	+$2.62K	0.02%	411
2026 Q2	$259K	Sell	187 -4	-2%	-$6.01K	0.02%	426
2026 Q1	$209K	Sell	191 -1	-0.5%	-$1.09K	0.02%	464
2025 Q4	$174K	Buy	+192	New	+$185K	0.02%	514
2021 Q1	–	Sell	-29	Closed	-$11K	–	1325
2020 Q4	$11K	Buy	+29	New	+$9.29K	﹤0.01%	1358

Other funds holding MPWR

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Wealth Planning Services's MPWR Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Monolithic Power Systems (MPWR) stake by 1.1% in Q3 2026, buying an estimated $2.62K and bringing the position to 189 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #411.

Pinnacle Wealth Planning Services first reported a position in MPWR in Q4 2020 and has held it in 5 quarters since. The position peaked at $259K in Q2 2026. 355 funds tracked by Wall St. Rank hold MPWR as of Q3 2026.

Pinnacle Wealth Planning Services held 189 shares of Monolithic Power Systems worth $255K as of Q3 2026.
Pinnacle Wealth Planning Services bought 2 Monolithic Power Systems shares in Q3 2026, an estimated $2.62K.
Monolithic Power Systems made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #411 holding.
Pinnacle Wealth Planning Services first reported a position in Monolithic Power Systems in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Monolithic Power Systems position peaked at $259K in Q2 2026.
355 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.