Mount Yale Investment Advisors’s Silicon Motion SIMO Stock Holding History

Mount Yale Investment Advisors’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 Q1	$496K	Buy	+4,420	New	+$536K	0.01%	722
2025 Q3	–	Sell	-3,504	Closed	-$263K	–	1444
2025 Q2	$263K	Buy	+3,504	New	+$199K	0.02%	493
2021 Q2	–	Sell	-4,509	Closed	-$268K	–	450
2021 Q1	$268K	Sell	4,509 -1,896	-30%	-$108K	0.04%	339
2020 Q4	$308K	Sell	6,405 -3,910	-38%	-$160K	0.04%	294
2020 Q3	$390K	Buy	10,315 +4,977	+93%	+$199K	0.06%	258
2020 Q2	$260K	Buy	+5,338	New	+$237K	0.05%	275

Other funds holding SIMO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

ACM

Analog Century Management New York $2.09B AUM 186.85% 1-Year Est. Return

Mount Yale Investment Advisors's SIMO Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Silicon Motion (SIMO) in Q1 2026: 4,420 shares worth $496K. The stake represents 0.01% of the portfolio and ranks #722 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in SIMO as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in SIMO in Q2 2020 and has held it in 6 quarters since. 273 funds tracked by Wall St. Rank hold SIMO as of Q1 2026.

Mount Yale Investment Advisors held 4,420 shares of Silicon Motion worth $496K as of Q1 2026.
Silicon Motion was a new Mount Yale Investment Advisors position in Q1 2026.
Silicon Motion made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #722 holding.
Mount Yale Investment Advisors first reported a position in Silicon Motion in Q2 2020 and has held it in 6 quarters since.
273 funds tracked by Wall St. Rank held Silicon Motion as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.