Venturi Wealth Management’s Monolithic Power Systems MPWR Stock Holding History

Venturi Wealth Management’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	$760K	Sell	551 -282	-34%	-$423K	0.03%	277
2026 Q1	$911K	Buy	+833	New	+$910K	0.04%	214
2025 Q4	–	Sell	-229	Closed	-$211K	–	620
2025 Q3	$211K	Buy	+229	New	+$186K	0.01%	536
2025 Q1	–	Sell	-146	Closed	-$86.4K	–	1353
2024 Q4	$86.4K	Buy	146 +73	+100%	+$52.9K	﹤0.01%	840
2024 Q3	$67.5K	Sell	73 -10	-12%	-$8.63K	﹤0.01%	679
2024 Q2	$68.2K	Buy	83 +42	+102%	+$30.3K	﹤0.01%	583
2024 Q1	$27.8K	Buy	41 +4	+11%	+$2.67K	﹤0.01%	644
2023 Q4	$23.3K	Buy	37 +10	+37%	+$5.22K	﹤0.01%	659
2023 Q3	$12.5K	Buy	27 +6	+29%	+$3.07K	﹤0.01%	752
2023 Q2	$11.3K	Sell	21 -3	-13%	-$1.43K	﹤0.01%	637
2023 Q1	$12K	Buy	+24	New	+$11K	﹤0.01%	688

Other funds holding MPWR

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Venturi Wealth Management's MPWR Position: Q2 2026 in Review

Venturi Wealth Management reduced its Monolithic Power Systems (MPWR) stake by 34% in Q2 2026, selling an estimated $423K and leaving 551 shares worth $760K. The position accounts for 0.03% of the portfolio, ranked #277.

Venturi Wealth Management first reported a position in MPWR in Q1 2023 and has held it in 11 quarters since. The position peaked at $911K in Q1 2026. 225 funds tracked by Wall St. Rank hold MPWR as of Q2 2026.

Venturi Wealth Management held 551 shares of Monolithic Power Systems worth $760K as of Q2 2026.
Venturi Wealth Management sold 282 Monolithic Power Systems shares in Q2 2026, an estimated $423K.
Monolithic Power Systems made up 0.03% of Venturi Wealth Management's portfolio in Q2 2026, its #277 holding.
Venturi Wealth Management first reported a position in Monolithic Power Systems in Q1 2023 and has held it in 11 quarters since.
Venturi Wealth Management's Monolithic Power Systems position peaked at $911K in Q1 2026.
225 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.