Creative Planning
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Creative Planning’s Silicon Motion SIMO Stock Holding History

Creative Planning’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
Q1 		$607K Buy
5,408
+597
+12% +$72.5K ﹤0.01% 2878
2025
Q4 		$446K Sell
4,811
-45
-0.9% -$4.13K ﹤0.01% 2938
2025
Q3 		$460K Buy
4,856
+547
+13% +$43.5K ﹤0.01% 2797
2025
Q2 		$324K Buy
+4,309
New +$245K ﹤0.01% 2837
2025
Q1 		– Sell
-127
Closed -$6.86K – 3694
2024
Q4 		$6.86K Buy
+127
New +$7.11K ﹤0.01% 3399
2024
Q3 		– Sell
-2,690
Closed -$218K – 3293
2024
Q2 		$218K Buy
+2,690
New +$210K ﹤0.01% 2617
2023
Q3 		– Sell
-3,507
Closed -$252K – 3022
2023
Q2 		$252K Sell
3,507
-426
-11% -$27.2K ﹤0.01% 2039
2023
Q1 		$258K Buy
+3,933
New +$258K ﹤0.01% 1931
2017
Q3 		– Sell
-501
Closed -$24K – 3411
2017
Q2 		$24K Sell
501
-9
-2% -$445 ﹤0.01% 3057
2017
Q1 		$24K Sell
510
-190
-27% -$8.08K ﹤0.01% 3014
2016
Q4 		$30K Sell
700
-498
-42% -$22.7K ﹤0.01% 2795
2016
Q3 		$62K Buy
1,198
+998
+499% +$52K ﹤0.01% 2189
2016
Q2 		$10K Hold
200
– – ﹤0.01% 3253
2016
Q1 		$8K Hold
200
– – ﹤0.01% 3343
2015
Q4 		$6K Hold
200
– – ﹤0.01% 3605
2015
Q3 		$5K Buy
+200
New +$5.36K ﹤0.01% 3631
2015
Q2 		– Sell
-500
Closed -$13K – 2693
2015
Q1 		$13K Sell
500
-500
-50% -$13.7K ﹤0.01% 3034
2014
Q4 		$24K Buy
1,000
+68
+7% +$1.63K ﹤0.01% 2532
2014
Q3 		$25K Buy
+932
New +$23.4K ﹤0.01% 2394
2014
Q1 		– Sell
-625
Closed -$9K – 3739
2013
Q4 		$9K Buy
+625
New +$8.53K ﹤0.01% 2620

Other funds holding SIMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
ACM
Analog Century Management New York $2.09B AUM 186.85% 1-Year Est. Return

Creative Planning's SIMO Position: Q1 2026 in Review

Creative Planning increased its Silicon Motion (SIMO) stake by 12% in Q1 2026, buying an estimated $72.5K and bringing the position to 5,408 shares worth $607K. The position accounts for ﹤0.01% of the portfolio, ranked #2878.

Creative Planning first reported a position in SIMO in Q4 2013 and has held it in 20 quarters since. 273 funds tracked by Wall St. Rank hold SIMO as of Q1 2026.

  • Creative Planning held 5,408 shares of Silicon Motion worth $607K as of Q1 2026.
  • Creative Planning bought 597 Silicon Motion shares in Q1 2026, an estimated $72.5K.
  • Silicon Motion made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2878 holding.
  • Creative Planning first reported a position in Silicon Motion in Q4 2013 and has held it in 20 quarters since.
  • 273 funds tracked by Wall St. Rank held Silicon Motion as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.