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Everhart Financial Group’s Semtech SMTC Stock Holding History

Everhart Financial Group’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 		$202K Buy
+1,247
New +$163K 0.01% 460

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

Everhart Financial Group's SMTC Position: Q2 2026 in Review

Everhart Financial Group opened a new position in Semtech (SMTC) in Q2 2026: 1,247 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #460 among its holdings.

577 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Everhart Financial Group held 1,247 shares of Semtech worth $202K as of Q2 2026.
  • Semtech was a new Everhart Financial Group position in Q2 2026.
  • Semtech made up 0.01% of Everhart Financial Group's portfolio in Q2 2026, its #460 holding.
  • 577 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.