Global Financial Private Client’s Semtech SMTC Stock Holding History

Global Financial Private Client’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
2025 Q2	–	Sell	-42	Closed	-$1.45K	–	1373
2025 Q1	$1.45K	Buy	42 +3	+8%	+$148	﹤0.01%	955
2024 Q4	$2.41K	Buy	39 +1	+3%	+$53	﹤0.01%	711
2024 Q3	$1.74K	Hold	38	–	–	﹤0.01%	731
2024 Q2	$1.14K	Hold	38	–	–	﹤0.01%	611
2024 Q1	$1.12K	Hold	38	–	–	﹤0.01%	631
2023 Q4	$833	Hold	38	–	–	﹤0.01%	638
2023 Q3	$958	Hold	38	–	–	﹤0.01%	611
2023 Q2	$994	Hold	38	–	–	﹤0.01%	610
2023 Q1	$859	Hold	38	–	–	﹤0.01%	625
2022 Q4	$1.09K	Hold	38	–	–	﹤0.01%	608
2022 Q3	$1.18K	Hold	38	–	–	﹤0.01%	566
2022 Q2	$1.98K	Hold	38	–	–	﹤0.01%	525
2022 Q1	$2.58K	Hold	38	–	–	﹤0.01%	512
2021 Q4	$3.38K	Hold	38	–	–	﹤0.01%	482
2021 Q3	$2.99K	Hold	38	–	–	﹤0.01%	437
2021 Q2	$2.59K	Hold	38	–	–	﹤0.01%	460
2021 Q1	$2.71K	Hold	38	–	–	﹤0.01%	405
2020 Q4	$2.74K	Hold	38	–	–	﹤0.01%	395
2020 Q3	$2.06K	Hold	38	–	–	﹤0.01%	405
2020 Q2	$1.94K	Hold	38	–	–	﹤0.01%	447
2020 Q1	$1.33K	Hold	38	–	–	﹤0.01%	476
2019 Q4	$2.01K	Buy	+38	New	+$1.9K	﹤0.01%	479

Other funds holding SMTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Global Financial Private Client's SMTC Position: Q2 2025 in Review

Global Financial Private Client sold out of Semtech (SMTC) in Q2 2025, closing a stake of 42 shares — an estimated $1.45K sold.

Global Financial Private Client first reported a position in SMTC in Q4 2019 and held it in 22 quarters. The position peaked at $3.38K in Q4 2021. 315 funds tracked by Wall St. Rank hold SMTC as of Q2 2025.

Global Financial Private Client reported no remaining Semtech position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 42 Semtech shares in Q2 2025, an estimated $1.45K.
Global Financial Private Client first reported a position in Semtech in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's Semtech position peaked at $3.38K in Q4 2021.
315 funds tracked by Wall St. Rank held Semtech as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.