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
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 $1.9T AUM 41.92% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
ACM
Analog Century Management New York $2.09B AUM 186.85% 1-Year Est. Return

AssetMark Inc's SIMO Position: Q1 2026 in Review

AssetMark Inc increased its Silicon Motion (SIMO) stake by 2.3% in Q1 2026, buying an estimated $7.65K and bringing the position to 2,814 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #1244.

AssetMark Inc first reported a position in SIMO in Q2 2016 and has held it in 21 quarters since. 273 funds tracked by Wall St. Rank hold SIMO as of Q1 2026.

  • AssetMark Inc held 2,814 shares of Silicon Motion worth $316K as of Q1 2026.
  • AssetMark Inc bought 63 Silicon Motion shares in Q1 2026, an estimated $7.65K.
  • Silicon Motion made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #1244 holding.
  • AssetMark Inc first reported a position in Silicon Motion in Q2 2016 and has held it in 21 quarters since.
  • 273 funds tracked by Wall St. Rank held Silicon Motion as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.