Covestor’s Silicon Motion SIMO Stock Holding History

Covestor’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	$309K	Hold	927	–	–	0.18%	81
2026 Q1	$104K	Sell	927 -3,424	-79%	-$416K	0.07%	274
2025 Q4	$403K	Buy	4,351 +237	+6%	+$21.7K	0.21%	63
2025 Q3	$390K	Sell	4,114 -3,068	-43%	-$244K	0.21%	53
2025 Q2	$540K	Buy	7,182 +3,753	+109%	+$213K	0.32%	30
2025 Q1	$173K	Buy	3,429 +2,117	+161%	+$114K	0.12%	201
2024 Q4	$71K	Buy	1,312 +49	+4%	+$2.74K	0.04%	718
2024 Q3	$77K	Hold	1,263	–	–	0.05%	668
2024 Q2	$102K	Hold	1,263	–	–	0.07%	476
2024 Q1	$97K	Hold	1,263	–	–	0.06%	557
2023 Q4	$77K	Sell	1,263 -525	-29%	-$30K	0.05%	655
2023 Q3	$92K	Buy	1,788 +777	+77%	+$44.2K	0.07%	470
2023 Q2	$73K	Hold	1,011	–	–	0.06%	611
2023 Q1	$66K	Sell	1,011 -442	-30%	-$29K	0.06%	601
2022 Q4	$94K	Hold	1,453	–	–	0.08%	419
2022 Q3	$95K	Hold	1,453	–	–	0.08%	380
2022 Q2	$122K	Hold	1,453	–	–	0.1%	305
2022 Q1	$97K	Buy	+1,453	New	+$113K	0.06%	520

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 $4.38B 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 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

Covestor's SIMO Position: Q2 2026 in Review

Covestor held its Silicon Motion (SIMO) position steady in Q2 2026 at 927 shares worth $309K. The position accounts for 0.18% of the portfolio, ranked #81.

Covestor first reported a position in SIMO in Q1 2022 and has held it in 18 quarters since. The position peaked at $540K in Q2 2025. 384 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

Covestor held 927 shares of Silicon Motion worth $309K as of Q2 2026.
Covestor left its Silicon Motion share count unchanged in Q2 2026.
Silicon Motion made up 0.18% of Covestor's portfolio in Q2 2026, its #81 holding.
Covestor first reported a position in Silicon Motion in Q1 2022 and has held it in 18 quarters since.
Covestor's Silicon Motion position peaked at $540K in Q2 2025.
384 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.