Arax Advisory Partners’s Semtech SMTC Stock Holding History

Arax Advisory Partners’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	$125K	Buy	775 +743	+2,322%	+$97.1K	﹤0.01%	2567
2026 Q1	$2.46K	Sell	32 -59	-65%	-$4.85K	﹤0.01%	3049
2025 Q4	$6.71K	Buy	+91	New	+$6.46K	﹤0.01%	2694
2025 Q3	–	Sell	-128	Closed	-$5.78K	–	4194
2025 Q2	$5.78K	Buy	128 +108	+540%	+$3.84K	﹤0.01%	2192
2025 Q1	$688	Buy	+20	New	+$987	﹤0.01%	2454
2024 Q4	–	Sell	-18	Closed	-$822	–	2724
2024 Q3	$822	Hold	18	–	–	﹤0.01%	2315
2024 Q2	$538	Buy	+18	New	+$630	﹤0.01%	2318

Other funds holding SMTC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Arax Advisory Partners's SMTC Position: Q2 2026 in Review

Arax Advisory Partners increased its Semtech (SMTC) stake by 2,322% in Q2 2026, buying an estimated $97.1K and bringing the position to 775 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #2567.

Arax Advisory Partners first reported a position in SMTC in Q2 2024 and has held it in 7 quarters since. 577 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

Arax Advisory Partners held 775 shares of Semtech worth $125K as of Q2 2026.
Arax Advisory Partners bought 743 Semtech shares in Q2 2026, an estimated $97.1K.
Semtech made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2567 holding.
Arax Advisory Partners first reported a position in Semtech in Q2 2024 and has held it in 7 quarters since.
577 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.