Diversified Trust’s Silicon Motion SIMO Stock Holding History

Diversified Trust’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	$2.41M	Sell	7,220 -1,408	-16%	-$326K	0.04%	229
2026 Q1	$969K	Hold	8,628	–	–	0.02%	470
2025 Q4	$800K	Sell	8,628 -6	-0.1%	-$551	0.01%	509
2025 Q3	$819K	Buy	8,634 +6	+0.1%	+$477	0.02%	470
2025 Q2	$649K	Buy	+8,628	New	+$490K	0.01%	518
2024 Q4	–	Sell	-3,600	Closed	-$219K	–	987
2024 Q3	$219K	Hold	3,600	–	–	0.01%	818
2024 Q2	$292K	Hold	3,600	–	–	0.01%	691
2024 Q1	$277K	Buy	+3,600	New	+$246K	0.01%	669
2022 Q4	–	Sell	-9,207	Closed	-$600K	–	850
2022 Q3	$600K	Sell	9,207 -18,052	-66%	-$1.41M	0.03%	327
2022 Q2	$2.28M	Sell	27,259 -14,050	-34%	-$1.18M	0.1%	115
2022 Q1	$2.76M	Hold	41,309	–	–	0.1%	110
2021 Q4	$3.93M	Sell	41,309 -58	-0.1%	-$4.37K	0.13%	96
2021 Q3	$2.85M	Buy	41,367 +58	+0.1%	+$4.09K	0.1%	109
2021 Q2	$2.65M	Hold	41,309	–	–	0.1%	113
2021 Q1	$2.45M	Hold	41,309	–	–	0.09%	113
2020 Q4	$1.99M	Buy	41,309 +9,231	+29%	+$377K	0.08%	123
2020 Q3	$1.21M	Buy	32,078 +14,071	+78%	+$564K	0.06%	157
2020 Q2	$878K	Buy	+18,007	New	+$798K	0.04%	175
2020 Q1	–	Sell	-7,363	Closed	-$373K	–	475
2019 Q4	$373K	Buy	+7,363	New	+$316K	0.02%	293

Other funds holding SIMO

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

TAM

Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Diversified Trust's SIMO Position: Q2 2026 in Review

Diversified Trust reduced its Silicon Motion (SIMO) stake by 16% in Q2 2026, selling an estimated $326K and leaving 7,220 shares worth $2.41M. The position accounts for 0.04% of the portfolio, ranked #229.

Diversified Trust first reported a position in SIMO in Q4 2019 and has held it in 19 quarters since. The position peaked at $3.93M in Q4 2021. 36 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

Diversified Trust held 7,220 shares of Silicon Motion worth $2.41M as of Q2 2026.
Diversified Trust sold 1,408 Silicon Motion shares in Q2 2026, an estimated $326K.
Silicon Motion made up 0.04% of Diversified Trust's portfolio in Q2 2026, its #229 holding.
Diversified Trust first reported a position in Silicon Motion in Q4 2019 and has held it in 19 quarters since.
Diversified Trust's Silicon Motion position peaked at $3.93M in Q4 2021.
36 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.