Creative Financial Designs’s Semtech SMTC Stock Holding History

Creative Financial Designs’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 Q2	–	Sell	-21	Closed	-$722	–	2150
2025 Q1	$722	Buy	+21	New	+$1.04K	﹤0.01%	1852
2021 Q4	–	Sell	-246	Closed	-$19K	–	1415
2021 Q3	$19K	Hold	246	–	–	﹤0.01%	878
2021 Q2	$17K	Hold	246	–	–	﹤0.01%	903
2021 Q1	$17K	Hold	246	–	–	﹤0.01%	828
2020 Q4	$18K	Hold	246	–	–	﹤0.01%	748
2020 Q3	$13K	Hold	246	–	–	﹤0.01%	752
2020 Q2	$13K	Buy	+246	New	+$11.5K	﹤0.01%	697

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

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

WRCM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

DGI

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

Creative Financial Designs's SMTC Position: Q2 2025 in Review

Creative Financial Designs sold out of Semtech (SMTC) in Q2 2025, closing a stake of 21 shares — an estimated $722 sold.

Creative Financial Designs first reported a position in SMTC in Q2 2020 and held it in 7 quarters. The position peaked at $19K in Q3 2021. 315 funds tracked by Wall St. Rank hold SMTC as of Q2 2025.

Creative Financial Designs reported no remaining Semtech position as of Q2 2025 after selling out during the quarter.
Creative Financial Designs sold 21 Semtech shares in Q2 2025, an estimated $722.
Creative Financial Designs first reported a position in Semtech in Q2 2020 and held it in 7 quarters.
Creative Financial Designs's Semtech position peaked at $19K in Q3 2021.
315 funds tracked by Wall St. Rank held Semtech as of Q2 2025.

Based on Creative Financial Designs's 13F filing for Q2 2025, filed 4 Aug 2025.