TrinityPoint Wealth’s Monolithic Power Systems MPWR Stock Holding History

TrinityPoint Wealth’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
2024 Q4	$303K	Buy	513 +27	+6%	+$19.6K	0.04%	269
2024 Q3	$449K	Buy	486 +15	+3%	+$12.9K	0.06%	231
2024 Q2	$387K	Sell	471 -81	-15%	-$58.5K	0.06%	231
2024 Q1	$374K	Sell	552 -15	-3%	-$10K	0.06%	222
2023 Q4	$358K	Hold	567	–	–	0.06%	223
2023 Q3	$262K	Hold	567	–	–	0.05%	239
2023 Q2	$306K	Hold	567	–	–	0.06%	222
2023 Q1	$284K	Sell	567 -74	-12%	-$34K	0.06%	220
2022 Q4	$227K	Sell	641 -1	-0.2%	-$359	0.05%	246
2022 Q3	$233K	Sell	642 -13	-2%	-$5.78K	0.05%	245
2022 Q2	$252K	Sell	655 -469	-42%	-$198K	0.06%	232
2022 Q1	$546K	Sell	1,124 -33	-3%	-$14.4K	0.1%	171
2021 Q4	$571K	Buy	1,157 +36	+3%	+$18.6K	0.1%	170
2021 Q3	$543K	Buy	+1,121	New	+$510K	0.1%	167

Other funds holding MPWR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TrinityPoint Wealth's MPWR Position: Q4 2024 in Review

TrinityPoint Wealth increased its Monolithic Power Systems (MPWR) stake by 5.6% in Q4 2024, buying an estimated $19.6K and bringing the position to 513 shares worth $303K. The position accounts for 0.04% of the portfolio, ranked #269.

TrinityPoint Wealth first reported a position in MPWR in Q3 2021 and has held it in 14 quarters since. The position peaked at $571K in Q4 2021. 862 funds tracked by Wall St. Rank hold MPWR as of Q4 2024.

TrinityPoint Wealth held 513 shares of Monolithic Power Systems worth $303K as of Q4 2024.
TrinityPoint Wealth bought 27 Monolithic Power Systems shares in Q4 2024, an estimated $19.6K.
Monolithic Power Systems made up 0.04% of TrinityPoint Wealth's portfolio in Q4 2024, its #269 holding.
TrinityPoint Wealth first reported a position in Monolithic Power Systems in Q3 2021 and has held it in 14 quarters since.
TrinityPoint Wealth's Monolithic Power Systems position peaked at $571K in Q4 2021.
862 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.