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 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 $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Arax Advisory Partners's SMTC Position: Q1 2026 in Review

Arax Advisory Partners reduced its Semtech (SMTC) stake by 65% in Q1 2026, selling an estimated $4.85K and leaving 32 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #3049.

Arax Advisory Partners first reported a position in SMTC in Q2 2024 and has held it in 6 quarters since. The position peaked at $6.71K in Q4 2025. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

Arax Advisory Partners held 32 shares of Semtech worth $2.46K as of Q1 2026.
Arax Advisory Partners sold 59 Semtech shares in Q1 2026, an estimated $4.85K.
Semtech made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #3049 holding.
Arax Advisory Partners first reported a position in Semtech in Q2 2024 and has held it in 6 quarters since.
Arax Advisory Partners's Semtech position peaked at $6.71K in Q4 2025.
437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.