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Mount Yale Investment Advisors’s Semtech SMTC Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-8,729
Closed -$394K – 1466
2025
Q2 		$394K Buy
+8,729
New +$311K 0.03% 388
2024
Q2 		– Sell
-11,298
Closed -$311K – 577
2024
Q1 		$311K Buy
+11,298
New +$241K 0.02% 440
2018
Q4 		– Sell
-1,043
Closed -$51K – 700
2018
Q3 		$51K Buy
1,043
+128
+14% +$6.69K 0.01% 597
2018
Q2 		$43K Sell
915
-1
-0.1% -$45 0.01% 658
2018
Q1 		$36K Buy
+916
New +$33K 0.01% 681

Other funds holding SMTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Mount Yale Investment Advisors's SMTC Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Semtech (SMTC) in Q3 2025, closing a stake of 8,729 shares — an estimated $394K sold.

Mount Yale Investment Advisors first reported a position in SMTC in Q1 2018 and held it in 5 quarters. The position peaked at $394K in Q2 2025. 350 funds tracked by Wall St. Rank hold SMTC as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Semtech position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 8,729 Semtech shares in Q3 2025, an estimated $394K.
  • Mount Yale Investment Advisors first reported a position in Semtech in Q1 2018 and held it in 5 quarters.
  • Mount Yale Investment Advisors's Semtech position peaked at $394K in Q2 2025.
  • 350 funds tracked by Wall St. Rank held Semtech as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.