Morey & Quinn Wealth Partners, LLC MPWR — MONOLITHIC PWR SYS INC

Ownership history in Morey & Quinn Wealth Partners, LLC  ·  6 quarters on record

AI Ownership Summary

Morey & Quinn Wealth Partners, LLC reported MONOLITHIC PWR SYS INC (MPWR) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.65% in 2026 Q1. The latest visible filing shows MPWR at 0.65% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MPWR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Morey & Quinn Wealth Partners, LLC's position in MONOLITHIC PWR SYS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MPWR was reported at 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MPWR stock page Morey & Quinn Wealth Partners, LLC fund profile Morey & Quinn Wealth Partners, LLC full holdings
How Morey & Quinn Wealth Partners, LLC held MPWR — position size vs. price
% of Fund (quarterly)    MPWR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 831 — 0% 0.65% $909K 2026-04-22 $1522.04
2025 Q4 ADDED — — — 831 +1 +0.1% 0.54% $753K 2026-01-27 $1093.30
2025 Q3 REDUCED 10.8% +1.0% ❌ 830 -100 -10.8% 0.56% $764K 2025-10-28 $1082.36
2025 Q2 UNCHANGED — — — 930 — 0% 0.54% $680K 2025-07-23 $716.10
2025 Q1 ADDED — — — 930 +3 +0.3% 0.45% $539K 2025-04-17 $519.63
2024 Q4 INITIATED — — — 927 — — 0.47% $549K 2025-02-12 $692.32

🏢 Other funds also holding MPWR

As of 2026 Q1 — sorted by position size

Grandeur Peak Global Advisors, LLC 3Y 7Y 13.19% Anther Capital Ltd 6.67% Pembroke Management, LTD 3Y 7Y 5.44% Covenant Asset Management, LLC 3Y 7Y 3.87% ARCADIA INVESTMENT MANAGEMENT CORP/MI 3Y 7Y 3.73% Connective Capital Management, LLC 3Y 7Y 3.71% Avalon Global Asset Management LLC 3Y 7Y 3.4% CARDEROCK CAPITAL MANAGEMENT INC 3Y 7Y 3.15% 4D Advisors, LLC 2.77% TimesSquare Capital Management, LLC 3Y 7Y 2.58%

FAQ About Morey & Quinn Wealth Partners, LLC and MPWR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Morey & Quinn Wealth Partners, LLC reported owning MPWR?

Morey & Quinn Wealth Partners, LLC reported MPWR across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported MPWR position in Morey & Quinn Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for MPWR was 0.65% in 2026 Q1.

What is the latest reported MPWR position on this page?

The most recent filing on this page is 2026 Q1, when Morey & Quinn Wealth Partners, LLC reported 831 shares, equal to 0.65% of portfolio, with an estimated market value of $909K.

What does the chart on this MPWR ownership page compare?

The chart compares Morey & Quinn Wealth Partners, LLC's quarterly MPWR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Morey & Quinn Wealth Partners, LLC time their MPWR position?

Based on 13F filing dates vs. subsequent MPWR price moves, Morey & Quinn Wealth Partners, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on MPWR relative to SPY over the holding period was +66.9%.

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