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Jeffrey Smith’s Qorvo QRVO Stock Holding History

Jeffrey Smith’s Portfolio QRVO Stock Details QRVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$523M Sell
5,611,526
-1,899,345
-25% -$175M 11.57% 2
2026
Q1 		$581M Hold
7,510,871
– – 12.71% 1
2025
Q4 		$635M Hold
7,510,871
– – 12.02% 1
2025
Q3 		$684M Sell
7,510,871
-361,996
-5% -$32.2M 12.87% 1
2025
Q2 		$668M Sell
7,872,867
-397,133
-5% -$28.7M 11.59% 1
2025
Q1 		$599M Buy
+8,270,000
New +$630M 10.89% 1

Other funds holding QRVO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Jeffrey Smith's QRVO Position: Q2 2026 in Review

Jeffrey Smith reduced its Qorvo (QRVO) stake by 25% in Q2 2026, selling an estimated $175M and leaving 5,611,526 shares worth $523M. The position accounts for 11.57% of the portfolio, ranked #2.

Jeffrey Smith first reported a position in QRVO in Q1 2025 and has held it in 6 quarters since. The position peaked at $684M in Q3 2025. 538 funds tracked by Wall St. Rank hold QRVO as of Q2 2026.

  • Jeffrey Smith held 5,611,526 shares of Qorvo worth $523M as of Q2 2026.
  • Jeffrey Smith sold 1,899,345 Qorvo shares in Q2 2026, an estimated $175M.
  • Qorvo made up 11.57% of Jeffrey Smith's portfolio in Q2 2026, its #2 holding.
  • Jeffrey Smith first reported a position in Qorvo in Q1 2025 and has held it in 6 quarters since.
  • Jeffrey Smith's Qorvo position peaked at $684M in Q3 2025.
  • 538 funds tracked by Wall St. Rank held Qorvo as of Q2 2026.

Based on Starboard Value's 13F filing for Q2 2026, filed 14 Aug 2026.