Pinnacle Wealth Planning Services’s Power Integrations POWI Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio POWI Stock Details POWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28.6K	Buy	558 +280	+101%	+$12.8K	﹤0.01%	1509
2025 Q4	$9.88K	Buy	+278	New	+$10.5K	﹤0.01%	2018
2024 Q1	–	Sell	-3,096	Closed	-$254K	–	528
2023 Q4	$254K	Buy	3,096 +3	+0.1%	+$230	0.04%	318
2023 Q3	$236K	Sell	3,093 -49	-2%	-$4.19K	0.04%	315
2023 Q2	$297K	Sell	3,142 -46	-1%	-$3.84K	0.05%	261
2023 Q1	$270K	Buy	+3,188	New	+$265K	0.04%	292
2021 Q1	–	Sell	-1,456	Closed	-$119K	–	1532
2020 Q4	$119K	Buy	+1,456	New	+$98.8K	0.03%	406

Other funds holding POWI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's POWI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Power Integrations (POWI) stake by 101% in Q1 2026, buying an estimated $12.8K and bringing the position to 558 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

Pinnacle Wealth Planning Services first reported a position in POWI in Q4 2020 and has held it in 7 quarters since. The position peaked at $297K in Q2 2023. 308 funds tracked by Wall St. Rank hold POWI as of Q1 2026.

Pinnacle Wealth Planning Services held 558 shares of Power Integrations worth $28.6K as of Q1 2026.
Pinnacle Wealth Planning Services bought 280 Power Integrations shares in Q1 2026, an estimated $12.8K.
Power Integrations made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1509 holding.
Pinnacle Wealth Planning Services first reported a position in Power Integrations in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Power Integrations position peaked at $297K in Q2 2023.
308 funds tracked by Wall St. Rank held Power Integrations as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.