MWM
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Mindset Wealth Management’s SiTime SITM Stock Holding History

Mindset Wealth Management’s Portfolio SITM Stock Details SITM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$686K Sell
920
-20
-2% -$12.6K 0.13% 77
2026
Q1 		$325K Sell
940
-48
-5% -$17.7K 0.09% 118
2025
Q4 		$349K Buy
988
+172
+21% +$53.8K 0.09% 113
2025
Q3 		$246K Buy
+816
New +$189K 0.07% 145

Other funds holding SITM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Mindset Wealth Management's SITM Position: Q2 2026 in Review

Mindset Wealth Management reduced its SiTime (SITM) stake by 2.1% in Q2 2026, selling an estimated $12.6K and leaving 920 shares worth $686K. The position accounts for 0.13% of the portfolio, ranked #77.

Mindset Wealth Management first reported a position in SITM in Q3 2025 and has held it in 4 quarters since. 568 funds tracked by Wall St. Rank hold SITM as of Q2 2026.

  • Mindset Wealth Management held 920 shares of SiTime worth $686K as of Q2 2026.
  • Mindset Wealth Management sold 20 SiTime shares in Q2 2026, an estimated $12.6K.
  • SiTime made up 0.13% of Mindset Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Mindset Wealth Management first reported a position in SiTime in Q3 2025 and has held it in 4 quarters since.
  • 568 funds tracked by Wall St. Rank held SiTime as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.