Shaker Investments’s Monolithic Power Systems MPWR Stock Holding History

Shaker Investments’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	$2.85M	Buy	2,059 +1,236	+150%	+$1.86M	1.02%	30
2026 Q1	$900K	Sell	823 -14	-2%	-$15.3K	0.41%	58
2025 Q4	$759K	Sell	837 -20	-2%	-$19.2K	0.32%	55
2025 Q3	$789K	Sell	857 -4	-0.5%	-$3.24K	0.32%	60
2025 Q2	$630K	Hold	861	–	–	0.26%	69
2025 Q1	$499K	Sell	861 -4,025	-82%	-$2.54M	0.24%	70
2024 Q4	$2.89M	Buy	4,886 +924	+23%	+$669K	1.21%	28
2024 Q3	$3.66M	Buy	3,962 +2	+0.1%	+$1.73K	1.53%	22
2024 Q2	$3.25M	Sell	3,960 -18	-0.5%	-$13K	1.41%	21
2024 Q1	$2.69M	Sell	3,978 -1,763	-31%	-$1.18M	1.14%	31
2023 Q4	$3.62M	Sell	5,741 -2	-0%	-$1.04K	1.69%	18
2023 Q3	$2.65M	Buy	5,743 +2,110	+58%	+$1.08M	1.46%	26
2023 Q2	$1.96M	Buy	3,633 +2,658	+273%	+$1.26M	1%	34
2023 Q1	$488K	Sell	975 -274	-22%	-$126K	0.27%	74
2022 Q4	$442K	Sell	1,249 -601	-32%	-$216K	0.27%	68
2022 Q3	$672K	Buy	1,850 +61	+3%	+$27.1K	0.45%	59
2022 Q2	$687K	Buy	1,789 +710	+66%	+$300K	0.44%	66
2022 Q1	$524K	Sell	1,079 -1,656	-61%	-$722K	0.27%	78
2021 Q4	$1.35M	Sell	2,735 -476	-15%	-$246K	0.58%	50
2021 Q3	$1.56M	Sell	3,211 -705	-18%	-$321K	0.69%	45
2021 Q2	$1.46M	Buy	3,916 +5	+0.1%	+$1.76K	0.68%	49
2021 Q1	$1.38M	Buy	3,911 +13	+0.3%	+$4.74K	0.67%	50
2020 Q4	$1.43M	Sell	3,898 -3,448	-47%	-$1.1M	0.72%	44
2020 Q3	$2.05M	Hold	7,346	–	–	1.05%	29
2020 Q2	$1.74M	Hold	7,346	–	–	0.99%	26
2020 Q1	$1.23M	Buy	7,346 +131	+2%	+$22.4K	1.05%	28
2019 Q4	$1.28M	Buy	7,215 +1,097	+18%	+$175K	0.76%	40
2019 Q3	$952K	Sell	6,118 -1,522	-20%	-$228K	0.62%	43
2019 Q2	$1.04M	Sell	7,640 -2,460	-24%	-$335K	0.69%	40
2019 Q1	$1.37M	Hold	10,100	–	–	0.95%	36
2018 Q4	$1.17M	Buy	10,100 +5,700	+130%	+$682K	1.02%	30
2018 Q3	$552K	Hold	4,400	–	–	0.34%	53
2018 Q2	$588K	Buy	4,400 +2,200	+100%	+$280K	0.36%	54
2018 Q1	$255K	Buy	+2,200	New	+$261K	0.16%	76

Other funds holding MPWR

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Shaker Investments's MPWR Position: Q2 2026 in Review

Shaker Investments increased its Monolithic Power Systems (MPWR) stake by 150% in Q2 2026, buying an estimated $1.86M and bringing the position to 2,059 shares worth $2.85M. The position accounts for 1.02% of the portfolio, ranked #30.

Shaker Investments first reported a position in MPWR in Q1 2018 and has held it in 34 quarters since. The position peaked at $3.66M in Q3 2024. 299 funds tracked by Wall St. Rank hold MPWR as of Q2 2026.

Shaker Investments held 2,059 shares of Monolithic Power Systems worth $2.85M as of Q2 2026.
Shaker Investments bought 1,236 Monolithic Power Systems shares in Q2 2026, an estimated $1.86M.
Monolithic Power Systems made up 1.02% of Shaker Investments's portfolio in Q2 2026, its #30 holding.
Shaker Investments first reported a position in Monolithic Power Systems in Q1 2018 and has held it in 34 quarters since.
Shaker Investments's Monolithic Power Systems position peaked at $3.66M in Q3 2024.
299 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2026.

Based on Shaker Investments's 13F filing for Q2 2026, filed 15 Jul 2026.