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Summit Wealth Group (Colorado)’s Power Integrations POWI Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-29,300
Closed -$1.09M – 409
2025
Q3 		$1.09M Buy
+29,300
New +$1.41M 0.17% 90

Other funds holding POWI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of Power Integrations (POWI) in Q4 2025, closing a stake of 29,300 shares — an estimated $1.09M sold.

Summit Wealth Group (Colorado) first reported a position in POWI in Q3 2025 and held it in 1 quarter. The position peaked at $1.09M in Q3 2025. 298 funds tracked by Wall St. Rank hold POWI as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Power Integrations position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 29,300 Power Integrations shares in Q4 2025, an estimated $1.09M.
  • Summit Wealth Group (Colorado) first reported a position in Power Integrations in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Power Integrations position peaked at $1.09M in Q3 2025.
  • 298 funds tracked by Wall St. Rank held Power Integrations as of Q4 2025.

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