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Waverly Advisors’s Monolithic Power Systems MPWR Stock Holding History

Waverly 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 		$1.8M Sell
1,302
-143
-10% -$215K 0.01% 722
2026
Q1 		$1.58M Sell
1,445
-7
-0.5% -$7.65K 0.01% 693
2025
Q4 		$1.32M Buy
1,452
+284
+24% +$273K 0.01% 686
2025
Q3 		$1.07M Buy
1,168
+15
+1% +$12.2K 0.01% 620
2025
Q2 		$844K Buy
1,153
+9
+0.8% +$5.73K 0.01% 660
2025
Q1 		$663K Buy
1,144
+23
+2% +$14.5K 0.01% 704
2024
Q4 		$663K Buy
1,121
+877
+359% +$635K 0.01% 613
2024
Q3 		$226K Sell
244
-35
-13% -$30.2K ﹤0.01% 752
2024
Q2 		$229K Buy
+279
New +$201K ﹤0.01% 731

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

Waverly Advisors's MPWR Position: Q2 2026 in Review

Waverly Advisors reduced its Monolithic Power Systems (MPWR) stake by 9.9% in Q2 2026, selling an estimated $215K and leaving 1,302 shares worth $1.8M. The position accounts for 0.01% of the portfolio, ranked #722.

Waverly Advisors first reported a position in MPWR in Q2 2024 and has held it in 9 quarters since. 1,237 funds tracked by Wall St. Rank hold MPWR as of Q2 2026.

  • Waverly Advisors held 1,302 shares of Monolithic Power Systems worth $1.8M as of Q2 2026.
  • Waverly Advisors sold 143 Monolithic Power Systems shares in Q2 2026, an estimated $215K.
  • Monolithic Power Systems made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #722 holding.
  • Waverly Advisors first reported a position in Monolithic Power Systems in Q2 2024 and has held it in 9 quarters since.
  • 1,237 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.