UCFA
MPWR icon

United Capital Financial Advisors’s Monolithic Power Systems MPWR Stock Holding History

United Capital Financial 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 		$2.23M Buy
1,613
+130
+9% +$195K 0.01% 555
2026
Q1 		$1.62M Sell
1,483
-1,008
-40% -$1.1M 0.01% 613
2025
Q4 		$2.26M Buy
2,491
+266
+12% +$256K 0.01% 507
2025
Q3 		$2.05M Buy
2,225
+991
+80% +$804K 0.01% 463
2025
Q2 		$903K Buy
1,234
+61
+5% +$38.9K 0.01% 617
2025
Q1 		$680K Buy
1,173
+92
+9% +$58K 0.01% 664
2024
Q4 		$640K Sell
1,081
-308
-22% -$223K 0.01% 671
2024
Q3 		$1.28M Buy
1,389
+107
+8% +$92.4K 0.01% 487
2024
Q2 		$1.05M Sell
1,282
-5
-0.4% -$3.61K 0.01% 514
2024
Q1 		$872K Buy
1,287
+1
+0.1% +$668 0.01% 592
2023
Q4 		$811K Buy
+1,286
New +$672K 0.01% 596

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

United Capital Financial Advisors's MPWR Position: Q2 2026 in Review

United Capital Financial Advisors increased its Monolithic Power Systems (MPWR) stake by 8.8% in Q2 2026, buying an estimated $195K and bringing the position to 1,613 shares worth $2.23M. The position accounts for 0.01% of the portfolio, ranked #555.

United Capital Financial Advisors first reported a position in MPWR in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.26M in Q4 2025. 1,237 funds tracked by Wall St. Rank hold MPWR as of Q2 2026.

  • United Capital Financial Advisors held 1,613 shares of Monolithic Power Systems worth $2.23M as of Q2 2026.
  • United Capital Financial Advisors bought 130 Monolithic Power Systems shares in Q2 2026, an estimated $195K.
  • Monolithic Power Systems made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #555 holding.
  • United Capital Financial Advisors first reported a position in Monolithic Power Systems in Q4 2023 and has held it in 11 quarters since.
  • United Capital Financial Advisors's Monolithic Power Systems position peaked at $2.26M in Q4 2025.
  • 1,237 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.