Private Wealth Management Group’s Power Integrations POWI Stock Holding History

Private Wealth Management Group’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 Q3	$3.11K	Buy	60 +42	+233%	+$2.49K	﹤0.01%	1030
2026 Q2	$1.51K	Hold	18	–	–	﹤0.01%	1218
2026 Q1	$922	Hold	18	–	–	﹤0.01%	1265
2025 Q4	$640	Sell	18 -23	-56%	-$872	﹤0.01%	1359
2025 Q3	$1.65K	Hold	41	–	–	﹤0.01%	1171
2025 Q2	$2.29K	Buy	+41	New	+$2.1K	﹤0.01%	1048
2025 Q1	–	Sell	-12	Closed	-$741	–	1570
2024 Q4	$741	Hold	12	–	–	﹤0.01%	1369
2024 Q3	$770	Sell	12 -76	-86%	-$5.02K	﹤0.01%	1345
2024 Q2	$6.18K	Buy	+88	New	+$6.32K	﹤0.01%	623
2024 Q1	–	Sell	-23	Closed	-$1.89K	–	1567
2023 Q4	$1.89K	Buy	+23	New	+$1.76K	﹤0.01%	1003

Other funds holding POWI

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

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

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

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

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

GWM

Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Private Wealth Management Group's POWI Position: Q3 2026 in Review

Private Wealth Management Group increased its Power Integrations (POWI) stake by 233% in Q3 2026, buying an estimated $2.49K and bringing the position to 60 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Private Wealth Management Group first reported a position in POWI in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.18K in Q2 2024. 60 funds tracked by Wall St. Rank hold POWI as of Q3 2026.

Private Wealth Management Group held 60 shares of Power Integrations worth $3.11K as of Q3 2026.
Private Wealth Management Group bought 42 Power Integrations shares in Q3 2026, an estimated $2.49K.
Power Integrations made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1030 holding.
Private Wealth Management Group first reported a position in Power Integrations in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's Power Integrations position peaked at $6.18K in Q2 2024.
60 funds tracked by Wall St. Rank held Power Integrations as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.