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 Q2	$1.06M	Sell	3,170 -1,250	-28%	-$290K	0.02%	569
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 $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

Mount Yale Investment Advisors's SIMO Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Silicon Motion (SIMO) stake by 28% in Q2 2026, selling an estimated $290K and leaving 3,170 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #569.

Mount Yale Investment Advisors first reported a position in SIMO in Q2 2020 and has held it in 7 quarters since. 385 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

Mount Yale Investment Advisors held 3,170 shares of Silicon Motion worth $1.06M as of Q2 2026.
Mount Yale Investment Advisors sold 1,250 Silicon Motion shares in Q2 2026, an estimated $290K.
Silicon Motion made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #569 holding.
Mount Yale Investment Advisors first reported a position in Silicon Motion in Q2 2020 and has held it in 7 quarters since.
385 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.