EP Wealth Advisors’s Silicon Motion SIMO Stock Holding History

EP Wealth Advisors’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	$235K	Buy	+704	New	+$163K	﹤0.01%	1428
2018 Q4	–	Sell	-4,786	Closed	-$257K	–	297
2018 Q3	$257K	Buy	4,786 +385	+9%	+$21.3K	0.02%	236
2018 Q2	$233K	Hold	4,401	–	–	0.02%	166
2018 Q1	$212K	Hold	4,401	–	–	0.02%	197
2017 Q4	$233K	Buy	+4,401	New	+$223K	0.02%	174

Other funds holding SIMO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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 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

EP Wealth Advisors's SIMO Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Silicon Motion (SIMO) in Q2 2026: 704 shares worth $235K. The stake represents ﹤0.01% of the portfolio and ranks #1428 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in SIMO as recently as Q3 2018.

EP Wealth Advisors first reported a position in SIMO in Q4 2017 and has held it in 5 quarters since. The position peaked at $257K in Q3 2018. 385 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

EP Wealth Advisors held 704 shares of Silicon Motion worth $235K as of Q2 2026.
Silicon Motion was a new EP Wealth Advisors position in Q2 2026.
Silicon Motion made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1428 holding.
EP Wealth Advisors first reported a position in Silicon Motion in Q4 2017 and has held it in 5 quarters since.
EP Wealth Advisors's Silicon Motion position peaked at $257K in Q3 2018.
385 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.