Juncture Wealth Strategies’s Silicon Motion SIMO Stock Holding History

Juncture Wealth Strategies’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	$806K	Buy	+2,418	New	+$560K	0.21%	77
2023 Q1	–	Sell	-4,173	Closed	-$271K	–	120
2022 Q4	$271K	Sell	4,173 -3,063	-42%	-$188K	0.13%	94
2022 Q3	$472K	Buy	7,236 +979	+16%	+$76.7K	0.24%	71
2022 Q2	$524K	Buy	6,257 +1,327	+27%	+$112K	0.26%	63
2022 Q1	$329K	Buy	4,930 +411	+9%	+$32K	0.16%	95
2021 Q4	$429K	Buy	+4,519	New	+$341K	0.2%	91

Other funds holding SIMO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 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 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

Juncture Wealth Strategies's SIMO Position: Q2 2026 in Review

Juncture Wealth Strategies opened a new position in Silicon Motion (SIMO) in Q2 2026: 2,418 shares worth $806K. The stake represents 0.21% of the portfolio and ranks #77 among its holdings. This is a return to the name: Juncture Wealth Strategies previously reported a position in SIMO as recently as Q4 2022.

Juncture Wealth Strategies first reported a position in SIMO in Q4 2021 and has held it in 6 quarters since. 385 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

Juncture Wealth Strategies held 2,418 shares of Silicon Motion worth $806K as of Q2 2026.
Silicon Motion was a new Juncture Wealth Strategies position in Q2 2026.
Silicon Motion made up 0.21% of Juncture Wealth Strategies's portfolio in Q2 2026, its #77 holding.
Juncture Wealth Strategies first reported a position in Silicon Motion in Q4 2021 and has held it in 6 quarters since.
385 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.