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Root Financial Partners’s Monolithic Power Systems MPWR Stock Holding History

Root Financial Partners’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 		– Sell
-60
Closed -$65.6K – 2106
2026
Q1 		$65.6K Buy
60
+2
+3% +$2.19K ﹤0.01% 744
2025
Q4 		$52.6K Buy
58
+12
+26% +$11.5K ﹤0.01% 692
2025
Q3 		$42.3K Buy
+46
New +$37.3K ﹤0.01% 729

Other funds holding MPWR

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Root Financial Partners's MPWR Position: Q2 2026 in Review

Root Financial Partners sold out of Monolithic Power Systems (MPWR) in Q2 2026, closing a stake of 60 shares — an estimated $65.6K sold.

Root Financial Partners first reported a position in MPWR in Q3 2025 and held it in 3 quarters. The position peaked at $65.6K in Q1 2026. 416 funds tracked by Wall St. Rank hold MPWR as of Q2 2026.

  • Root Financial Partners reported no remaining Monolithic Power Systems position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 60 Monolithic Power Systems shares in Q2 2026, an estimated $65.6K.
  • Root Financial Partners first reported a position in Monolithic Power Systems in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Monolithic Power Systems position peaked at $65.6K in Q1 2026.
  • 416 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.