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NewEdge Wealth’s Silicon Motion SIMO Stock Holding History

NewEdge Wealth’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 		$604K Sell
1,812
-1,206
-40% -$279K 0.01% 805
2026
Q1 		$339K Buy
3,018
+387
+15% +$47K ﹤0.01% 934
2025
Q4 		$244K Buy
2,631
+91
+4% +$8.35K ﹤0.01% 1097
2025
Q3 		$251K Buy
+2,540
New +$202K ﹤0.01% 925

Other funds holding SIMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Alkeon Capital Management
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
RP
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
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

NewEdge Wealth's SIMO Position: Q2 2026 in Review

NewEdge Wealth reduced its Silicon Motion (SIMO) stake by 40% in Q2 2026, selling an estimated $279K and leaving 1,812 shares worth $604K. The position accounts for 0.01% of the portfolio, ranked #805.

NewEdge Wealth first reported a position in SIMO in Q3 2025 and has held it in 4 quarters since. 384 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

  • NewEdge Wealth held 1,812 shares of Silicon Motion worth $604K as of Q2 2026.
  • NewEdge Wealth sold 1,206 Silicon Motion shares in Q2 2026, an estimated $279K.
  • Silicon Motion made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #805 holding.
  • NewEdge Wealth first reported a position in Silicon Motion in Q3 2025 and has held it in 4 quarters since.
  • 384 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.