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Great Lakes Advisors’s Semtech SMTC Stock Holding History

Great Lakes 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 		$16.6M Sell
102,682
-42,468
-29% -$5.55M 0.13% 120
2026
Q1 		$11.2M Buy
145,150
+869
+0.6% +$71.5K 0.09% 140
2025
Q4 		$10.6M Sell
144,281
-66,570
-32% -$4.72M 0.09% 153
2025
Q3 		$15.1M Sell
210,851
-211,962
-50% -$11.5M 0.13% 134
2025
Q2 		$19.1M Buy
+422,813
New +$15M 0.16% 129

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

Great Lakes Advisors's SMTC Position: Q2 2026 in Review

Great Lakes Advisors reduced its Semtech (SMTC) stake by 29% in Q2 2026, selling an estimated $5.55M and leaving 102,682 shares worth $16.6M. The position accounts for 0.13% of the portfolio, ranked #120.

Great Lakes Advisors first reported a position in SMTC in Q2 2025 and has held it in 5 quarters since. The position peaked at $19.1M in Q2 2025. 574 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Great Lakes Advisors held 102,682 shares of Semtech worth $16.6M as of Q2 2026.
  • Great Lakes Advisors sold 42,468 Semtech shares in Q2 2026, an estimated $5.55M.
  • Semtech made up 0.13% of Great Lakes Advisors's portfolio in Q2 2026, its #120 holding.
  • Great Lakes Advisors first reported a position in Semtech in Q2 2025 and has held it in 5 quarters since.
  • Great Lakes Advisors's Semtech position peaked at $19.1M in Q2 2025.
  • 574 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Great Lakes Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.