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Wilkerson Advisory Group’s Monolithic Power Systems MPWR Stock Holding History

Wilkerson 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 		$162K Sell
117
-30
-20% -$45K 0.05% 115
2026
Q1 		$161K Sell
147
-123
-46% -$134K 0.06% 112
2025
Q4 		$245K Buy
+270
New +$260K 0.09% 95

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 $3.38T AUM 44.17% 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

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

Wilkerson Advisory Group reduced its Monolithic Power Systems (MPWR) stake by 20% in Q2 2026, selling an estimated $45K and leaving 117 shares worth $162K. The position accounts for 0.05% of the portfolio, ranked #115.

Wilkerson Advisory Group first reported a position in MPWR in Q4 2025 and has held it in 3 quarters since. The position peaked at $245K in Q4 2025. 1,246 funds tracked by Wall St. Rank hold MPWR as of Q2 2026.

  • Wilkerson Advisory Group held 117 shares of Monolithic Power Systems worth $162K as of Q2 2026.
  • Wilkerson Advisory Group sold 30 Monolithic Power Systems shares in Q2 2026, an estimated $45K.
  • Monolithic Power Systems made up 0.05% of Wilkerson Advisory Group's portfolio in Q2 2026, its #115 holding.
  • Wilkerson Advisory Group first reported a position in Monolithic Power Systems in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Monolithic Power Systems position peaked at $245K in Q4 2025.
  • 1,246 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.