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Blue Trust Inc’s Silicon Motion SIMO Stock Holding History

Blue Trust 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 		$206K Sell
618
-423
-41% -$98K ﹤0.01% 783
2026
Q1 		$117K Sell
1,041
-850
-45% -$103K ﹤0.01% 957
2025
Q4 		$175K Sell
1,891
-213
-10% -$19.5K ﹤0.01% 834
2025
Q3 		$199K Buy
2,104
+78
+4% +$6.2K ﹤0.01% 803
2025
Q2 		$152K Buy
2,026
+704
+53% +$40K ﹤0.01% 874
2025
Q1 		$66.8K Buy
1,322
+245
+23% +$13.3K ﹤0.01% 1190
2024
Q4 		$58.2K Sell
1,077
-288
-21% -$16.1K ﹤0.01% 1198
2024
Q3 		$111K Buy
1,365
+795
+139% +$52.4K ﹤0.01% 1167
2024
Q2 		$43.8K Buy
570
+556
+3,971% +$43.4K ﹤0.01% 1300
2024
Q1 		$1.04K Sell
14
-380
-96% -$26K ﹤0.01% 1944
2023
Q4 		$20K Buy
394
+380
+2,714% +$21.7K ﹤0.01% 1297
2023
Q3 		$1K Sell
14
-167
-92% -$9.5K ﹤0.01% 1961
2023
Q2 		$12K Sell
181
-490
-73% -$31.3K ﹤0.01% 1250
2023
Q1 		$43K Buy
671
+322
+92% +$21.1K ﹤0.01% 1096
2022
Q4 		$23K Buy
+349
New +$21.4K ﹤0.01% 1252

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

Blue Trust Inc's SIMO Position: Q2 2026 in Review

Blue Trust Inc reduced its Silicon Motion (SIMO) stake by 41% in Q2 2026, selling an estimated $98K and leaving 618 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Blue Trust Inc first reported a position in SIMO in Q4 2022 and has held it in 15 quarters since. 384 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

  • Blue Trust Inc held 618 shares of Silicon Motion worth $206K as of Q2 2026.
  • Blue Trust Inc sold 423 Silicon Motion shares in Q2 2026, an estimated $98K.
  • Silicon Motion made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #783 holding.
  • Blue Trust Inc first reported a position in Silicon Motion in Q4 2022 and has held it in 15 quarters since.
  • 384 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.