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Edgestream Partners’s Semtech SMTC Stock Holding History

Edgestream Partners’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
2026
Q1 		$1.62M Sell
21,015
-18,135
-46% -$1.49M 0.05% 544
2025
Q4 		$2.88M Buy
39,150
+31,298
+399% +$2.22M 0.08% 436
2025
Q3 		$561K Sell
7,852
-46,522
-86% -$2.53M 0.02% 714
2025
Q2 		$2.45M Sell
54,374
-10,736
-16% -$382K 0.07% 485
2025
Q1 		$2.24M Buy
65,110
+54,185
+496% +$2.67M 0.08% 456
2024
Q4 		$676K Sell
10,925
-40,030
-79% -$2.11M 0.03% 638
2024
Q3 		$2.33M Sell
50,955
-2,926
-5% -$108K 0.1% 357
2024
Q2 		$1.61M Buy
+53,881
New +$1.88M 0.08% 400
2024
Q1 		– Sell
-64,771
Closed -$1.42M – 1000
2023
Q4 		$1.42M Buy
+64,771
New +$1.2M 0.1% 334
2023
Q2 		– Sell
-10,391
Closed -$251K – 898
2023
Q1 		$251K Sell
10,391
-11,454
-52% -$358K 0.03% 498
2022
Q4 		$627K Sell
21,845
-2,017
-8% -$57.2K 0.07% 332
2022
Q3 		$702K Buy
23,862
+9,445
+66% +$443K 0.05% 316
2022
Q2 		$793K Buy
+14,417
New +$869K 0.06% 356
2021
Q3 		– Sell
-13,523
Closed -$930K – 567
2021
Q2 		$930K Buy
+13,523
New +$894K 0.05% 299

Other funds holding SMTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Edgestream Partners's SMTC Position: Q1 2026 in Review

Edgestream Partners reduced its Semtech (SMTC) stake by 46% in Q1 2026, selling an estimated $1.49M and leaving 21,015 shares worth $1.62M. The position accounts for 0.05% of the portfolio, ranked #544.

Edgestream Partners first reported a position in SMTC in Q2 2021 and has held it in 14 quarters since. The position peaked at $2.88M in Q4 2025. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

  • Edgestream Partners held 21,015 shares of Semtech worth $1.62M as of Q1 2026.
  • Edgestream Partners sold 18,135 Semtech shares in Q1 2026, an estimated $1.49M.
  • Semtech made up 0.05% of Edgestream Partners's portfolio in Q1 2026, its #544 holding.
  • Edgestream Partners first reported a position in Semtech in Q2 2021 and has held it in 14 quarters since.
  • Edgestream Partners's Semtech position peaked at $2.88M in Q4 2025.
  • 437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.