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Whalen Wealth Management’s Power Integrations POWI Stock Holding History

Whalen Wealth Management’s Portfolio POWI Stock Details POWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,946
Closed -$332K – 252
2025
Q2 		$332K Buy
+5,946
New +$305K 0.21% 132

Other funds holding POWI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Whalen Wealth Management's POWI Position: Q3 2025 in Review

Whalen Wealth Management sold out of Power Integrations (POWI) in Q3 2025, closing a stake of 5,946 shares — an estimated $332K sold.

Whalen Wealth Management first reported a position in POWI in Q2 2025 and held it in 1 quarter. The position peaked at $332K in Q2 2025. 315 funds tracked by Wall St. Rank hold POWI as of Q3 2025.

  • Whalen Wealth Management reported no remaining Power Integrations position as of Q3 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 5,946 Power Integrations shares in Q3 2025, an estimated $332K.
  • Whalen Wealth Management first reported a position in Power Integrations in Q2 2025 and held it in 1 quarter.
  • Whalen Wealth Management's Power Integrations position peaked at $332K in Q2 2025.
  • 315 funds tracked by Wall St. Rank held Power Integrations as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.