Values First Advisors
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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
Q3 		$2.45M Sell
1,821
-39
-2% -$51.1K 1.15% 19
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

WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Values First Advisors's MPWR Position: Q3 2026 in Review

Values First Advisors reduced its Monolithic Power Systems (MPWR) stake by 2.1% in Q3 2026, selling an estimated $51.1K and leaving 1,821 shares worth $2.45M. The position accounts for 1.15% of the portfolio, ranked #19.

Values First Advisors first reported a position in MPWR in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.58M in Q1 2026. 389 funds tracked by Wall St. Rank hold MPWR as of Q3 2026.

  • Values First Advisors held 1,821 shares of Monolithic Power Systems worth $2.45M as of Q3 2026.
  • Values First Advisors sold 39 Monolithic Power Systems shares in Q3 2026, an estimated $51.1K.
  • Monolithic Power Systems made up 1.15% of Values First Advisors's portfolio in Q3 2026, its #19 holding.
  • Values First Advisors first reported a position in Monolithic Power Systems in Q4 2020 and has held it in 24 quarters since.
  • Values First Advisors's Monolithic Power Systems position peaked at $3.58M in Q1 2026.
  • 389 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.