MAP
SMTC icon

Moody Aldrich Partners’s Semtech SMTC Stock Holding History

Moody Aldrich Partners’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 		– Sell
-64,326
Closed -$4.95M – 215
2026
Q1 		$4.95M Buy
64,326
+5,340
+9% +$439K 0.89% 47
2025
Q4 		$4.35M Sell
58,986
-21,963
-27% -$1.56M 0.81% 52
2025
Q3 		$5.78M Sell
80,949
-16,480
-17% -$895K 1.1% 27
2025
Q2 		$4.4M Sell
97,429
-1,475
-1% -$52.5K 0.85% 54
2025
Q1 		$3.4M Buy
98,904
+42,587
+76% +$2.1M 0.71% 58
2024
Q4 		$3.48M Buy
+56,317
New +$2.97M 0.65% 72
2022
Q3 		– Sell
-91,883
Closed -$5.05M – 169
2022
Q2 		$5.05M Sell
91,883
-13,704
-13% -$826K 0.99% 42
2022
Q1 		$7.32M Buy
105,587
+11,168
+12% +$801K 1.03% 40
2021
Q4 		$8.4M Sell
94,419
-17,490
-16% -$1.49M 1.17% 29
2021
Q3 		$8.73M Buy
111,909
+26,086
+30% +$1.79M 1.11% 32
2021
Q2 		$5.91M Buy
85,823
+23,505
+38% +$1.55M 0.83% 58
2021
Q1 		$4.3M Buy
62,318
+941
+2% +$69.1K 0.62% 70
2020
Q4 		$4.42M Buy
61,377
+65
+0.1% +$4.15K 0.71% 69
2020
Q3 		$3.25M Sell
61,312
-23,391
-28% -$1.31M 0.68% 69
2020
Q2 		$4.42M Buy
84,703
+12,433
+17% +$582K 0.94% 47
2020
Q1 		$2.71M Sell
72,270
-23,743
-25% -$1.07M 0.82% 52
2019
Q4 		$5.08M Sell
96,013
-24,064
-20% -$1.21M 1.04% 30
2019
Q3 		$5.84M Buy
120,077
+35,407
+42% +$1.68M 1.55% 17
2019
Q2 		$4.07M Buy
84,670
+33,443
+65% +$1.62M 1.04% 38
2019
Q1 		$2.61M Buy
51,227
+18,042
+54% +$932K 0.73% 60
2018
Q4 		$1.52M Buy
33,185
+2,231
+7% +$106K 0.5% 77
2018
Q3 		$1.72M Buy
+30,954
New +$1.62M 0.5% 82

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

Moody Aldrich Partners's SMTC Position: Q2 2026 in Review

Moody Aldrich Partners sold out of Semtech (SMTC) in Q2 2026, closing a stake of 64,326 shares — an estimated $4.95M sold.

Moody Aldrich Partners first reported a position in SMTC in Q3 2018 and held it in 22 quarters. The position peaked at $8.73M in Q3 2021. 574 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Moody Aldrich Partners reported no remaining Semtech position as of Q2 2026 after selling out during the quarter.
  • Moody Aldrich Partners sold 64,326 Semtech shares in Q2 2026, an estimated $4.95M.
  • Moody Aldrich Partners first reported a position in Semtech in Q3 2018 and held it in 22 quarters.
  • Moody Aldrich Partners's Semtech position peaked at $8.73M in Q3 2021.
  • 574 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.