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Summit Trail Advisors’s Monolithic Power Systems MPWR Stock Holding History

Summit Trail Advisors’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 		$5.76M Sell
4,169
-156
-4% -$234K 0.07% 159
2026
Q1 		$4.73M Buy
4,325
+491
+13% +$536K 0.07% 177
2025
Q4 		$3.48M Buy
3,834
+107
+3% +$103K 0.06% 188
2025
Q3 		$3.44M Buy
3,727
+723
+24% +$586K 0.05% 214
2025
Q2 		$2.2M Buy
+3,004
New +$1.91M 0.04% 244
2024
Q4 		– Sell
-291
Closed -$269K – 623
2024
Q3 		$269K Buy
+291
New +$251K 0.01% 583
2018
Q1 		– Sell
-1,390
Closed -$162K – 1201
2017
Q4 		$162K Buy
+1,390
New +$161K 0.02% 498

Other funds holding MPWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Summit Trail Advisors's MPWR Position: Q2 2026 in Review

Summit Trail Advisors reduced its Monolithic Power Systems (MPWR) stake by 3.6% in Q2 2026, selling an estimated $234K and leaving 4,169 shares worth $5.76M. The position accounts for 0.07% of the portfolio, ranked #159.

Summit Trail Advisors first reported a position in MPWR in Q4 2017 and has held it in 7 quarters since. 1,243 funds tracked by Wall St. Rank hold MPWR as of Q2 2026.

  • Summit Trail Advisors held 4,169 shares of Monolithic Power Systems worth $5.76M as of Q2 2026.
  • Summit Trail Advisors sold 156 Monolithic Power Systems shares in Q2 2026, an estimated $234K.
  • Monolithic Power Systems made up 0.07% of Summit Trail Advisors's portfolio in Q2 2026, its #159 holding.
  • Summit Trail Advisors first reported a position in Monolithic Power Systems in Q4 2017 and has held it in 7 quarters since.
  • 1,243 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.