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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
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 $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

Blue Trust Inc's SIMO Position: Q1 2026 in Review

Blue Trust Inc reduced its Silicon Motion (SIMO) stake by 45% in Q1 2026, selling an estimated $103K and leaving 1,041 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Blue Trust Inc first reported a position in SIMO in Q4 2022 and has held it in 14 quarters since. The position peaked at $199K in Q3 2025. 273 funds tracked by Wall St. Rank hold SIMO as of Q1 2026.

  • Blue Trust Inc held 1,041 shares of Silicon Motion worth $117K as of Q1 2026.
  • Blue Trust Inc sold 850 Silicon Motion shares in Q1 2026, an estimated $103K.
  • Silicon Motion made up ﹤0.01% of Blue Trust Inc's portfolio in Q1 2026, its #957 holding.
  • Blue Trust Inc first reported a position in Silicon Motion in Q4 2022 and has held it in 14 quarters since.
  • Blue Trust Inc's Silicon Motion position peaked at $199K in Q3 2025.
  • 273 funds tracked by Wall St. Rank held Silicon Motion as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.