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
2016
Q2 		– Sell
-100
Closed -$1K – 4498
2016
Q1 		$1K Sell
100
-200
-67% -$6.46K ﹤0.01% 4170
2015
Q4 		$1K Buy
+300
New +$9.39K ﹤0.01% 4244

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

Creative Planning's SIMO Position: Q2 2026 in Review

Creative Planning increased its Silicon Motion (SIMO) stake by 3.3% in Q2 2026, buying an estimated $41.7K and bringing the position to 5,588 shares worth $1.86M. The position accounts for ﹤0.01% of the portfolio, ranked #2144.

Creative Planning first reported a position in SIMO in Q4 2013 and has held it in 21 quarters since. 385 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

  • Creative Planning held 5,588 shares of Silicon Motion worth $1.86M as of Q2 2026.
  • Creative Planning bought 180 Silicon Motion shares in Q2 2026, an estimated $41.7K.
  • Silicon Motion made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2144 holding.
  • Creative Planning first reported a position in Silicon Motion in Q4 2013 and has held it in 21 quarters since.
  • 385 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.