Clearstead Trust’s Semtech SMTC Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-44	Closed	-$3.14K	–	1470
2025 Q3	$3.14K	Hold	44	–	–	﹤0.01%	868
2025 Q2	$1.99K	Buy	+44	New	+$1.57K	﹤0.01%	956

Other funds holding SMTC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

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

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Clearstead Trust's SMTC Position: Q4 2025 in Review

Clearstead Trust sold out of Semtech (SMTC) in Q4 2025, closing a stake of 44 shares — an estimated $3.14K sold.

Clearstead Trust first reported a position in SMTC in Q2 2025 and held it in 2 quarters. The position peaked at $3.14K in Q3 2025. 402 funds tracked by Wall St. Rank hold SMTC as of Q4 2025.

Clearstead Trust reported no remaining Semtech position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 44 Semtech shares in Q4 2025, an estimated $3.14K.
Clearstead Trust first reported a position in Semtech in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Semtech position peaked at $3.14K in Q3 2025.
402 funds tracked by Wall St. Rank held Semtech as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.