Creative Planning
SIMO icon

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 $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.