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

Whalen 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 		$816K Sell
590
-81
-12% -$122K 0.37% 78
2026
Q1 		$733K Sell
671
-1,060
-61% -$1.16M 0.39% 68
2025
Q4 		$1.57M Buy
1,731
+951
+122% +$915K 0.84% 24
2025
Q3 		$718K Sell
780
-1,230
-61% -$997K 0.42% 55
2025
Q2 		$1.47M Buy
2,010
+1,223
+155% +$779K 0.92% 22
2025
Q1 		$457K Buy
787
+391
+99% +$246K 0.3% 67
2024
Q4 		$234K Buy
+396
New +$287K 0.16% 131

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

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

Whalen Wealth Management reduced its Monolithic Power Systems (MPWR) stake by 12% in Q2 2026, selling an estimated $122K and leaving 590 shares worth $816K. The position accounts for 0.37% of the portfolio, ranked #78.

Whalen Wealth Management first reported a position in MPWR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.57M in Q4 2025. 1,245 funds tracked by Wall St. Rank hold MPWR as of Q2 2026.

  • Whalen Wealth Management held 590 shares of Monolithic Power Systems worth $816K as of Q2 2026.
  • Whalen Wealth Management sold 81 Monolithic Power Systems shares in Q2 2026, an estimated $122K.
  • Monolithic Power Systems made up 0.37% of Whalen Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Whalen Wealth Management first reported a position in Monolithic Power Systems in Q4 2024 and has held it in 7 quarters since.
  • Whalen Wealth Management's Monolithic Power Systems position peaked at $1.57M in Q4 2025.
  • 1,245 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2026.

Based on Whalen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.