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Advisor Resource Council’s Semtech SMTC Stock Holding History

Advisor Resource Council’s Portfolio SMTC Stock Details SMTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$894K Buy
6,434
+964
+18% +$126K 0.25% 83
2026
Q1 		$421K Buy
5,470
+148
+3% +$12.2K 0.14% 142
2025
Q4 		$467K Buy
+5,322
New +$378K 0.17% 138

Other funds holding SMTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisor Resource Council's SMTC Position: Q2 2026 in Review

Advisor Resource Council increased its Semtech (SMTC) stake by 18% in Q2 2026, buying an estimated $126K and bringing the position to 6,434 shares worth $894K. The position accounts for 0.25% of the portfolio, ranked #83.

Advisor Resource Council first reported a position in SMTC in Q4 2025 and has held it in 3 quarters since. 576 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Advisor Resource Council held 6,434 shares of Semtech worth $894K as of Q2 2026.
  • Advisor Resource Council bought 964 Semtech shares in Q2 2026, an estimated $126K.
  • Semtech made up 0.25% of Advisor Resource Council's portfolio in Q2 2026, its #83 holding.
  • Advisor Resource Council first reported a position in Semtech in Q4 2025 and has held it in 3 quarters since.
  • 576 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.