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Root Financial Partners’s Power Integrations POWI Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-91
Closed -$4.66K – 2445
2026
Q1 		$4.66K Buy
91
+56
+160% +$2.57K ﹤0.01% 1980
2025
Q4 		$1.24K Hold
35
– – ﹤0.01% 2066
2025
Q3 		$1.41K Buy
+35
New +$1.69K ﹤0.01% 2009

Other funds holding POWI

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Root Financial Partners sold out of Power Integrations (POWI) in Q2 2026, closing a stake of 91 shares — an estimated $4.66K sold.

Root Financial Partners first reported a position in POWI in Q3 2025 and held it in 3 quarters. The position peaked at $4.66K in Q1 2026. 372 funds tracked by Wall St. Rank hold POWI as of Q2 2026.

  • Root Financial Partners reported no remaining Power Integrations position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 91 Power Integrations shares in Q2 2026, an estimated $4.66K.
  • Root Financial Partners first reported a position in Power Integrations in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Power Integrations position peaked at $4.66K in Q1 2026.
  • 372 funds tracked by Wall St. Rank held Power Integrations as of Q2 2026.

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