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Steward Financial Group’s Monolithic Power Systems MPWR Stock Holding History

Steward Financial Group’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
2023
Q3 		$3K Buy
+7
New +$3.58K ﹤0.01% 855
2022
Q3 		– Sell
-3
Closed -$1K – 844
2022
Q2 		$1K Buy
+3
New +$1.27K ﹤0.01% 800

Other funds holding MPWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Steward Financial Group's MPWR Position: Q3 2023 in Review

Steward Financial Group opened a new position in Monolithic Power Systems (MPWR) in Q3 2023: 7 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #855 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in MPWR as recently as Q2 2022.

Steward Financial Group first reported a position in MPWR in Q2 2022 and has held it in 2 quarters since. 653 funds tracked by Wall St. Rank hold MPWR as of Q3 2023.

  • Steward Financial Group held 7 shares of Monolithic Power Systems worth $3K as of Q3 2023.
  • Monolithic Power Systems was a new Steward Financial Group position in Q3 2023.
  • Monolithic Power Systems made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #855 holding.
  • Steward Financial Group first reported a position in Monolithic Power Systems in Q2 2022 and has held it in 2 quarters since.
  • 653 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.