Root Financial Partners
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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
Q3 		$4.51K Buy
+87
New +$5.16K ﹤0.01% 2268
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

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

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

Root Financial Partners opened a new position in Power Integrations (POWI) in Q3 2026: 87 shares worth $4.51K. The stake represents ﹤0.01% of the portfolio and ranks #2268 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in POWI as recently as Q1 2026.

Root Financial Partners first reported a position in POWI in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.66K in Q1 2026. 275 funds tracked by Wall St. Rank hold POWI as of Q3 2026.

  • Root Financial Partners held 87 shares of Power Integrations worth $4.51K as of Q3 2026.
  • Power Integrations was a new Root Financial Partners position in Q3 2026.
  • Power Integrations made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2268 holding.
  • Root Financial Partners first reported a position in Power Integrations in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Power Integrations position peaked at $4.66K in Q1 2026.
  • 275 funds tracked by Wall St. Rank held Power Integrations as of Q3 2026.

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