Values First Advisors’s Monolithic Power Systems MPWR Stock Holding History

Values First 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	$2.57M	Sell	1,860 -1,418	-43%	-$2.13M	1.17%	18
2026 Q1	$3.58M	Buy	3,278 +1	+0%	+$1.09K	1.87%	10
2025 Q4	$2.97M	Sell	3,277 -80	-2%	-$77K	1.54%	12
2025 Q3	$3.09M	Sell	3,357 -54	-2%	-$43.8K	1.65%	12
2025 Q2	$2.5M	Buy	3,411 +386	+13%	+$246K	1.36%	10
2025 Q1	$1.75M	Sell	3,025 -13	-0.4%	-$8.19K	1.02%	26
2024 Q4	$1.8M	Sell	3,038 -674	-18%	-$488K	0.99%	25
2024 Q3	$3.43M	Buy	3,712 +182	+5%	+$157K	1.86%	7
2024 Q2	$2.9M	Sell	3,530 -1,225	-26%	-$884K	1.74%	10
2024 Q1	$3.22M	Buy	4,755 +91	+2%	+$60.8K	1.89%	6
2023 Q4	$2.94M	Buy	4,664 +63	+1%	+$32.9K	1.78%	6
2023 Q3	$2.13M	Sell	4,601 -84	-2%	-$43K	1.37%	10
2023 Q2	$2.53M	Sell	4,685 -466	-9%	-$221K	1.53%	10
2023 Q1	$2.58M	Buy	5,151 +216	+4%	+$99.3K	1.64%	7
2022 Q4	$1.75M	Sell	4,935 -206	-4%	-$74K	1.22%	22
2022 Q3	$1.87M	Sell	5,141 -15	-0.3%	-$6.67K	1.34%	17
2022 Q2	$1.98M	Buy	5,156 +4,314	+512%	+$1.82M	1.41%	14
2022 Q1	$409K	Buy	842 +44	+6%	+$19.2K	0.26%	106
2021 Q4	$394K	Buy	798 +4	+0.5%	+$2.06K	0.23%	113
2021 Q3	$385K	Sell	794 -149	-16%	-$67.8K	0.25%	110
2021 Q2	$352K	Buy	943 +47	+5%	+$16.5K	0.24%	120
2021 Q1	$316K	Buy	896 +30	+3%	+$10.9K	0.23%	121
2020 Q4	$317K	Buy	+866	New	+$278K	0.25%	114

Other funds holding MPWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Values First Advisors's MPWR Position: Q2 2026 in Review

Values First Advisors reduced its Monolithic Power Systems (MPWR) stake by 43% in Q2 2026, selling an estimated $2.13M and leaving 1,860 shares worth $2.57M. The position accounts for 1.17% of the portfolio, ranked #18.

Values First Advisors first reported a position in MPWR in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.58M in Q1 2026. 1,244 funds tracked by Wall St. Rank hold MPWR as of Q2 2026.

Values First Advisors held 1,860 shares of Monolithic Power Systems worth $2.57M as of Q2 2026.
Values First Advisors sold 1,418 Monolithic Power Systems shares in Q2 2026, an estimated $2.13M.
Monolithic Power Systems made up 1.17% of Values First Advisors's portfolio in Q2 2026, its #18 holding.
Values First Advisors first reported a position in Monolithic Power Systems in Q4 2020 and has held it in 23 quarters since.
Values First Advisors's Monolithic Power Systems position peaked at $3.58M in Q1 2026.
1,244 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.