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Summit Wealth Group (Colorado)’s Monolithic Power Systems MPWR Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-1,366
Closed -$631K – 481
2025
Q3 		$631K Buy
+1,366
New +$1.11M 0.07% 234

Other funds holding MPWR

Vanguard Group
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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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Summit Wealth Group (Colorado)'s MPWR Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Monolithic Power Systems (MPWR) in Q4 2025, closing a stake of 1,366 shares — an estimated $631K sold.

Summit Wealth Group (Colorado) first reported a position in MPWR in Q3 2025 and held it in 1 quarter. The position peaked at $631K in Q3 2025. 1,061 funds tracked by Wall St. Rank hold MPWR as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Monolithic Power Systems position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,366 Monolithic Power Systems shares in Q4 2025, an estimated $631K.
  • Summit Wealth Group (Colorado) first reported a position in Monolithic Power Systems in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Monolithic Power Systems position peaked at $631K in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.