EWA
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EverSource Wealth Advisors’s Silicon Motion SIMO Stock Holding History

EverSource 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 		$248K Sell
745
-414
-36% -$95.9K 0.01% 905
2026
Q1 		$130K Buy
1,159
+511
+79% +$62K ﹤0.01% 1278
2025
Q4 		$60.1K Buy
648
+19
+3% +$1.74K ﹤0.01% 1626
2025
Q3 		$59.6K Buy
629
+47
+8% +$3.73K ﹤0.01% 1578
2025
Q2 		$43.7K Buy
582
+366
+169% +$20.8K ﹤0.01% 1707
2025
Q1 		$10.9K Buy
216
+10
+5% +$541 ﹤0.01% 2066
2024
Q4 		$11.1K Buy
206
+3
+1% +$168 ﹤0.01% 1932
2024
Q3 		$12.3K Sell
203
-2
-1% -$132 ﹤0.01% 1747
2024
Q2 		$14.2K Buy
205
+28
+16% +$2.19K ﹤0.01% 1674
2024
Q1 		$13.1K Buy
177
+144
+436% +$9.83K ﹤0.01% 1566
2023
Q4 		$2.02K Buy
33
+25
+313% +$1.43K ﹤0.01% 2162
2023
Q3 		$410 Sell
8
-1
-11% -$57 ﹤0.01% 2414
2023
Q2 		$647 Hold
9
– – ﹤0.01% 2302
2023
Q1 		$590 Hold
9
– – ﹤0.01% 2190
2022
Q4 		$585 Buy
+9
New +$552 ﹤0.01% 2179

Other funds holding SIMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Alkeon Capital Management
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
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 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
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

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

EverSource Wealth Advisors reduced its Silicon Motion (SIMO) stake by 36% in Q2 2026, selling an estimated $95.9K and leaving 745 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #905.

EverSource Wealth Advisors first reported a position in SIMO in Q4 2022 and has held it in 15 quarters since. 385 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

  • EverSource Wealth Advisors held 745 shares of Silicon Motion worth $248K as of Q2 2026.
  • EverSource Wealth Advisors sold 414 Silicon Motion shares in Q2 2026, an estimated $95.9K.
  • Silicon Motion made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #905 holding.
  • EverSource Wealth Advisors first reported a position in Silicon Motion in Q4 2022 and has held it in 15 quarters since.
  • 385 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.