WAG
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Wallace Advisory Group’s Monolithic Power Systems MPWR Stock Holding History

Wallace Advisory 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 		$216K Buy
+156
New +$234K 0.2% 126
2025
Q4 		– Sell
-382
Closed -$279K – 154
2025
Q3 		$279K Sell
382
-59
-13% -$47.8K 0.22% 131
2025
Q2 		$256K Buy
441
+48
+12% +$30.6K 0.19% 151
2025
Q1 		$233K Buy
393
+10
+3% +$6.3K 0.16% 159
2024
Q4 		$354K Sell
383
-68
-15% -$49.2K 0.24% 114
2024
Q3 		$371K Sell
451
-11
-2% -$9.5K 0.27% 97
2024
Q2 		$380K Sell
462
-65
-12% -$46.9K 0.27% 96
2024
Q1 		$332K Buy
527
+50
+10% +$33.4K 0.25% 109
2023
Q4 		$220K Sell
477
-68
-12% -$35.5K 0.17% 146
2023
Q3 		$294K Buy
545
+11
+2% +$5.63K 0.21% 119
2023
Q2 		$267K Hold
534
– – 0.2% 128
2023
Q1 		$267K Sell
534
-32
-6% -$14.7K 0.2% 128
2022
Q4 		$200K Buy
+566
New +$203K 0.16% 149

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

Wallace Advisory Group's MPWR Position: Q2 2026 in Review

Wallace Advisory Group opened a new position in Monolithic Power Systems (MPWR) in Q2 2026: 156 shares worth $216K. The stake represents 0.2% of the portfolio and ranks #126 among its holdings. This is a return to the name: Wallace Advisory Group previously reported a position in MPWR as recently as Q3 2025.

Wallace Advisory Group first reported a position in MPWR in Q4 2022 and has held it in 13 quarters since. The position peaked at $380K in Q2 2024. 1,243 funds tracked by Wall St. Rank hold MPWR as of Q2 2026.

  • Wallace Advisory Group held 156 shares of Monolithic Power Systems worth $216K as of Q2 2026.
  • Monolithic Power Systems was a new Wallace Advisory Group position in Q2 2026.
  • Monolithic Power Systems made up 0.2% of Wallace Advisory Group's portfolio in Q2 2026, its #126 holding.
  • Wallace Advisory Group first reported a position in Monolithic Power Systems in Q4 2022 and has held it in 13 quarters since.
  • Wallace Advisory Group's Monolithic Power Systems position peaked at $380K in Q2 2024.
  • 1,243 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.