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N.E.W. Advisory Services’s Semtech SMTC Stock Holding History

N.E.W. Advisory Services’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
-2,815
Closed -$127K – 870
2025
Q2 		$127K Sell
2,815
-9,331
-77% -$332K 0.01% 223
2025
Q1 		$418K Buy
+12,146
New +$599K 0.03% 141

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

N.E.W. Advisory Services's SMTC Position: Q3 2025 in Review

N.E.W. Advisory Services sold out of Semtech (SMTC) in Q3 2025, closing a stake of 2,815 shares — an estimated $127K sold.

N.E.W. Advisory Services first reported a position in SMTC in Q1 2025 and held it in 2 quarters. The position peaked at $418K in Q1 2025. 350 funds tracked by Wall St. Rank hold SMTC as of Q3 2025.

  • N.E.W. Advisory Services reported no remaining Semtech position as of Q3 2025 after selling out during the quarter.
  • N.E.W. Advisory Services sold 2,815 Semtech shares in Q3 2025, an estimated $127K.
  • N.E.W. Advisory Services first reported a position in Semtech in Q1 2025 and held it in 2 quarters.
  • N.E.W. Advisory Services's Semtech position peaked at $418K in Q1 2025.
  • 350 funds tracked by Wall St. Rank held Semtech as of Q3 2025.

Based on N.E.W. Advisory Services's 13F filing for Q3 2025, filed 27 Oct 2025.