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EP Wealth Advisors’s Semtech SMTC Stock Holding History

EP Wealth Advisors’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
-6,599
Closed -$507K – 1865
2026
Q1 		$507K Sell
6,599
-375
-5% -$30.8K ﹤0.01% 891
2025
Q4 		$514K Buy
+6,974
New +$495K ﹤0.01% 867
2025
Q2 		$342K Buy
+7,566
New +$269K ﹤0.01% 942

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

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

EP Wealth Advisors sold out of Semtech (SMTC) in Q2 2026, closing a stake of 6,599 shares — an estimated $507K sold.

EP Wealth Advisors first reported a position in SMTC in Q2 2025 and held it in 3 quarters. The position peaked at $514K in Q4 2025. 574 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • EP Wealth Advisors reported no remaining Semtech position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 6,599 Semtech shares in Q2 2026, an estimated $507K.
  • EP Wealth Advisors first reported a position in Semtech in Q2 2025 and held it in 3 quarters.
  • EP Wealth Advisors's Semtech position peaked at $514K in Q4 2025.
  • 574 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

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