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United Financial Planning Group’s Monolithic Power Systems MPWR Stock Holding History

United Financial Planning Group’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 		$16.6K Sell
12
-6
-33% -$9.01K 0.01% 191
2026
Q1 		$19.7K Buy
18
+11
+157% +$12K 0.01% 137
2025
Q4 		$6.34K Buy
+7
New +$6.74K ﹤0.01% 251

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 Financial Planning Group's MPWR Position: Q2 2026 in Review

United Financial Planning Group reduced its Monolithic Power Systems (MPWR) stake by 33% in Q2 2026, selling an estimated $9.01K and leaving 12 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #191.

United Financial Planning Group first reported a position in MPWR in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.7K in Q1 2026. 1,240 funds tracked by Wall St. Rank hold MPWR as of Q2 2026.

  • United Financial Planning Group held 12 shares of Monolithic Power Systems worth $16.6K as of Q2 2026.
  • United Financial Planning Group sold 6 Monolithic Power Systems shares in Q2 2026, an estimated $9.01K.
  • Monolithic Power Systems made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #191 holding.
  • United Financial Planning Group first reported a position in Monolithic Power Systems in Q4 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's Monolithic Power Systems position peaked at $19.7K in Q1 2026.
  • 1,240 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.