Cerity Partners’s Semtech SMTC Stock Holding History

Cerity Partners’s Portfolio SMTC Stock Details SMTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$781K	Buy	10,161 +2,241	+28%	+$184K	﹤0.01%	1999
2025 Q4	$584K	Buy	+7,920	New	+$562K	﹤0.01%	2005
2025 Q2	–	Sell	-5,937	Closed	-$204K	–	2751
2025 Q1	$204K	Sell	5,937 -1,658	-22%	-$81.8K	﹤0.01%	2208
2024 Q4	$390K	Sell	7,595 -3,071	-29%	-$162K	﹤0.01%	1905
2024 Q3	$487K	Buy	+10,666	New	+$392K	﹤0.01%	1785
2023 Q2	–	Sell	-761	Closed	-$2.31M	–	1924
2023 Q1	$2.31M	Buy	+761	New	+$23.8K	0.01%	679
2018 Q4	–	Sell	-3,853	Closed	-$214K	–	553
2018 Q3	$214K	Buy	+3,853	New	+$201K	0.01%	501

Other funds holding SMTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cerity Partners's SMTC Position: Q1 2026 in Review

Cerity Partners increased its Semtech (SMTC) stake by 28% in Q1 2026, buying an estimated $184K and bringing the position to 10,161 shares worth $781K. The position accounts for ﹤0.01% of the portfolio, ranked #1999.

Cerity Partners first reported a position in SMTC in Q3 2018 and has held it in 7 quarters since. The position peaked at $2.31M in Q1 2023. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

Cerity Partners held 10,161 shares of Semtech worth $781K as of Q1 2026.
Cerity Partners bought 2,241 Semtech shares in Q1 2026, an estimated $184K.
Semtech made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1999 holding.
Cerity Partners first reported a position in Semtech in Q3 2018 and has held it in 7 quarters since.
Cerity Partners's Semtech position peaked at $2.31M in Q1 2023.
437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.