AssetMark Inc
SIMO icon

AssetMark Inc’s Silicon Motion SIMO Stock Holding History

AssetMark Inc’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
Q2 		$925K Sell
2,776
-38
-1% -$8.8K ﹤0.01% 1104
2026
Q1 		$316K Buy
2,814
+63
+2% +$7.65K ﹤0.01% 1244
2025
Q4 		$255K Buy
2,751
+296
+12% +$27.2K ﹤0.01% 1242
2025
Q3 		$233K Buy
2,455
+264
+12% +$21K ﹤0.01% 1237
2025
Q2 		$165K Buy
2,191
+287
+15% +$16.3K ﹤0.01% 1269
2025
Q1 		$96.3K Buy
1,904
+132
+7% +$7.14K ﹤0.01% 1286
2024
Q4 		$95.8K Buy
1,772
+135
+8% +$7.56K ﹤0.01% 1257
2024
Q3 		$99.4K Buy
1,637
+136
+9% +$8.96K ﹤0.01% 1152
2024
Q2 		$122K Buy
1,501
+286
+24% +$22.3K ﹤0.01% 1078
2024
Q1 		$93.5K Sell
1,215
-117
-9% -$7.99K ﹤0.01% 1058
2023
Q4 		$81.6K Buy
1,332
+342
+35% +$19.6K ﹤0.01% 1073
2023
Q3 		$50.7K Buy
+990
New +$56.3K ﹤0.01% 1091
2022
Q3 		– Sell
-202
Closed -$17K – 1615
2022
Q2 		$17K Sell
202
-630
-76% -$53.1K ﹤0.01% 1153
2022
Q1 		$56K Buy
832
+420
+102% +$32.7K ﹤0.01% 892
2021
Q4 		$39K Buy
+412
New +$31K ﹤0.01% 967
2018
Q1 		– Sell
-1,406
Closed -$74K – 1913
2017
Q4 		$74K Buy
1,406
+1,051
+296% +$53.2K ﹤0.01% 679
2017
Q3 		$17K Buy
355
+118
+50% +$5.23K ﹤0.01% 959
2017
Q2 		$11K Buy
237
+20
+9% +$990 ﹤0.01% 1018
2017
Q1 		$10K Sell
217
-16
-7% -$681 ﹤0.01% 977
2016
Q4 		$10K Buy
233
+13
+6% +$593 ﹤0.01% 979
2016
Q3 		$11K Buy
220
+18
+9% +$939 ﹤0.01% 970
2016
Q2 		$10K Buy
+202
New +$8.48K ﹤0.01% 961

Other funds holding SIMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.2B AUM 137.35% 1-Year Est. Return

AssetMark Inc's SIMO Position: Q2 2026 in Review

AssetMark Inc reduced its Silicon Motion (SIMO) stake by 1.4% in Q2 2026, selling an estimated $8.8K and leaving 2,776 shares worth $925K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

AssetMark Inc first reported a position in SIMO in Q2 2016 and has held it in 22 quarters since. 384 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

  • AssetMark Inc held 2,776 shares of Silicon Motion worth $925K as of Q2 2026.
  • AssetMark Inc sold 38 Silicon Motion shares in Q2 2026, an estimated $8.8K.
  • Silicon Motion made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1104 holding.
  • AssetMark Inc first reported a position in Silicon Motion in Q2 2016 and has held it in 22 quarters since.
  • 384 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.