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Empowered Funds’s Semtech SMTC Stock Holding History

Empowered Funds’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
Q2 		– Sell
-7,103
Closed -$546K – 2276
2026
Q1 		$546K Buy
+7,103
New +$584K ﹤0.01% 1613
2025
Q4 		– Sell
-8,736
Closed -$624K – 1773
2025
Q3 		$624K Buy
8,736
+296
+4% +$16.1K 0.01% 1327
2025
Q2 		$381K Sell
8,440
-949
-10% -$33.8K ﹤0.01% 1417
2025
Q1 		$323K Buy
9,389
+968
+11% +$47.8K ﹤0.01% 1377
2024
Q4 		$521K Buy
+8,421
New +$445K 0.01% 1163

Other funds holding SMTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Empowered Funds's SMTC Position: Q2 2026 in Review

Empowered Funds sold out of Semtech (SMTC) in Q2 2026, closing a stake of 7,103 shares — an estimated $546K sold.

Empowered Funds first reported a position in SMTC in Q4 2024 and held it in 5 quarters. The position peaked at $624K in Q3 2025. 574 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Empowered Funds reported no remaining Semtech position as of Q2 2026 after selling out during the quarter.
  • Empowered Funds sold 7,103 Semtech shares in Q2 2026, an estimated $546K.
  • Empowered Funds first reported a position in Semtech in Q4 2024 and held it in 5 quarters.
  • Empowered Funds's Semtech position peaked at $624K in Q3 2025.
  • 574 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.