Accurate Wealth Management
SIMO icon

Accurate Wealth Management’s Silicon Motion SIMO Stock Holding History

Accurate Wealth Management’s Portfolio SIMO Stock Details SIMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$247K Buy
1,003
+2
+0.2% +$531 0.02% 512
2026
Q2 		$327K Buy
+1,001
New +$232K 0.03% 437

Other funds holding SIMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BIT Capital
BIT Capital Berlin, Germany $2.89B AUM 111.72% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $33.4B AUM 56.97% 1-Year Est. Return
Highland Peak Capital
Highland Peak Capital Old Greenwich, Connecticut $423M AUM 94.62% 1-Year Est. Return

Accurate Wealth Management's SIMO Position: Q3 2026 in Review

Accurate Wealth Management increased its Silicon Motion (SIMO) stake by 0.2% in Q3 2026, buying an estimated $531 and bringing the position to 1,003 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #512.

Accurate Wealth Management first reported a position in SIMO in Q2 2026 and has held it in 2 quarters since. The position peaked at $327K in Q2 2026. 323 funds tracked by Wall St. Rank hold SIMO as of Q3 2026.

  • Accurate Wealth Management held 1,003 shares of Silicon Motion worth $247K as of Q3 2026.
  • Accurate Wealth Management bought 2 Silicon Motion shares in Q3 2026, an estimated $531.
  • Silicon Motion made up 0.02% of Accurate Wealth Management's portfolio in Q3 2026, its #512 holding.
  • Accurate Wealth Management first reported a position in Silicon Motion in Q2 2026 and has held it in 2 quarters since.
  • Accurate Wealth Management's Silicon Motion position peaked at $327K in Q2 2026.
  • 323 funds tracked by Wall St. Rank held Silicon Motion as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.