Root Financial Partners
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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
Q3 		$108K Buy
+80
New +$105K ﹤0.01% 703
2026
Q2 		– Sell
-60
Closed -$65.6K – 2106
2026
Q1 		$65.6K Buy
60
+2
+3% +$2.18K ﹤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

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Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Root Financial Partners's MPWR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Monolithic Power Systems (MPWR) in Q3 2026: 80 shares worth $108K. The stake represents ﹤0.01% of the portfolio and ranks #703 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MPWR as recently as Q1 2026.

Root Financial Partners first reported a position in MPWR in Q3 2025 and has held it in 4 quarters since. 1,045 funds tracked by Wall St. Rank hold MPWR as of Q3 2026.

  • Root Financial Partners held 80 shares of Monolithic Power Systems worth $108K as of Q3 2026.
  • Monolithic Power Systems was a new Root Financial Partners position in Q3 2026.
  • Monolithic Power Systems made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #703 holding.
  • Root Financial Partners first reported a position in Monolithic Power Systems in Q3 2025 and has held it in 4 quarters since.
  • 1,045 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.