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Clearstead Advisors’s Silicon Motion SIMO Stock Holding History

Clearstead Advisors’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 		$312K Buy
+937
New +$217K ﹤0.01% 919
2024
Q2 		– Sell
-55
Closed -$4.13K – 2065
2024
Q1 		$4.13K Sell
55
-285
-84% -$19.5K ﹤0.01% 1204
2023
Q4 		$20.8K Buy
+340
New +$19.4K ﹤0.01% 936

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

Clearstead Advisors's SIMO Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Silicon Motion (SIMO) in Q2 2026: 937 shares worth $312K. The stake represents ﹤0.01% of the portfolio and ranks #919 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in SIMO as recently as Q1 2024.

Clearstead Advisors first reported a position in SIMO in Q4 2023 and has held it in 3 quarters since. 385 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

  • Clearstead Advisors held 937 shares of Silicon Motion worth $312K as of Q2 2026.
  • Silicon Motion was a new Clearstead Advisors position in Q2 2026.
  • Silicon Motion made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #919 holding.
  • Clearstead Advisors first reported a position in Silicon Motion in Q4 2023 and has held it in 3 quarters since.
  • 385 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.