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WR Wealth Planners’s Monolithic Power Systems MPWR Stock Holding History

WR Wealth Planners’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
2024
Q4 		$422K Sell
713
-88
-11% -$63.7K 0.14% 103
2024
Q3 		$741K Buy
801
+17
+2% +$14.7K 0.21% 80
2024
Q2 		$644K Buy
784
+220
+39% +$159K 0.2% 82
2024
Q1 		$382K Sell
564
-125
-18% -$83.4K 0.12% 114
2023
Q4 		$435K Buy
689
+68
+11% +$35.5K 0.16% 113
2023
Q3 		$287K Buy
621
+61
+11% +$31.2K 0.11% 140
2023
Q2 		$303K Sell
560
-269
-32% -$128K 0.12% 133
2023
Q1 		$415K Sell
829
-127
-13% -$58.4K 0.18% 93
2022
Q4 		$338K Buy
956
+281
+42% +$101K 0.21% 76
2022
Q3 		$245K Sell
675
-138
-17% -$61.4K 0.17% 96
2022
Q2 		$312K Buy
813
+19
+2% +$8.03K 0.21% 79
2022
Q1 		$386K Buy
+794
New +$346K 0.23% 73

Other funds holding MPWR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WR Wealth Planners's MPWR Position: Q4 2024 in Review

WR Wealth Planners reduced its Monolithic Power Systems (MPWR) stake by 11% in Q4 2024, selling an estimated $63.7K and leaving 713 shares worth $422K. The position accounts for 0.14% of the portfolio, ranked #103.

WR Wealth Planners first reported a position in MPWR in Q1 2022 and has held it in 12 quarters since. The position peaked at $741K in Q3 2024. 863 funds tracked by Wall St. Rank hold MPWR as of Q4 2024.

  • WR Wealth Planners held 713 shares of Monolithic Power Systems worth $422K as of Q4 2024.
  • WR Wealth Planners sold 88 Monolithic Power Systems shares in Q4 2024, an estimated $63.7K.
  • Monolithic Power Systems made up 0.14% of WR Wealth Planners's portfolio in Q4 2024, its #103 holding.
  • WR Wealth Planners first reported a position in Monolithic Power Systems in Q1 2022 and has held it in 12 quarters since.
  • WR Wealth Planners's Monolithic Power Systems position peaked at $741K in Q3 2024.
  • 863 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.