Cerity Partners’s Silicon Motion SIMO Stock Holding History

Cerity Partners’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	$4.05M	Sell	12,144 -2,872	-19%	-$665K	﹤0.01%	1203
2026 Q1	$1.69M	Sell	15,016 -6,638	-31%	-$806K	﹤0.01%	1579
2025 Q4	$2.01M	Sell	21,654 -669	-3%	-$61.4K	﹤0.01%	1370
2025 Q3	$2.12M	Sell	22,323 -7,910	-26%	-$628K	﹤0.01%	1268
2025 Q2	$2.27M	Sell	30,233 -1,180	-4%	-$67K	﹤0.01%	1158
2025 Q1	$1.59M	Buy	31,413 +8,298	+36%	+$449K	﹤0.01%	1225
2024 Q4	$1.25M	Sell	23,115 -6,954	-23%	-$389K	﹤0.01%	1318
2024 Q3	$1.83M	Buy	+30,069	New	+$1.98M	﹤0.01%	1130
2023 Q3	–	Sell	-34,045	Closed	-$2.45M	–	1670
2023 Q2	$2.45M	Sell	34,045 -1,383	-4%	-$88.4K	0.01%	671
2023 Q1	$2.32M	Sell	35,428 -705	-2%	-$46.3K	0.01%	678
2022 Q4	$2.35M	Buy	+36,133	New	+$2.22M	0.02%	499

Other funds holding SIMO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 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 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

Cerity Partners's SIMO Position: Q2 2026 in Review

Cerity Partners reduced its Silicon Motion (SIMO) stake by 19% in Q2 2026, selling an estimated $665K and leaving 12,144 shares worth $4.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Cerity Partners first reported a position in SIMO in Q4 2022 and has held it in 11 quarters since. 385 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

Cerity Partners held 12,144 shares of Silicon Motion worth $4.05M as of Q2 2026.
Cerity Partners sold 2,872 Silicon Motion shares in Q2 2026, an estimated $665K.
Silicon Motion made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1203 holding.
Cerity Partners first reported a position in Silicon Motion in Q4 2022 and has held it in 11 quarters since.
385 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.