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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
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 $1.9T AUM 41.92% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Acadian Asset Management
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
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return
Man Group
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

NewEdge Wealth's SIMO Position: Q1 2026 in Review

NewEdge Wealth increased its Silicon Motion (SIMO) stake by 15% in Q1 2026, buying an estimated $47K and bringing the position to 3,018 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

NewEdge Wealth first reported a position in SIMO in Q3 2025 and has held it in 3 quarters since. 273 funds tracked by Wall St. Rank hold SIMO as of Q1 2026.

  • NewEdge Wealth held 3,018 shares of Silicon Motion worth $339K as of Q1 2026.
  • NewEdge Wealth bought 387 Silicon Motion shares in Q1 2026, an estimated $47K.
  • Silicon Motion made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #934 holding.
  • NewEdge Wealth first reported a position in Silicon Motion in Q3 2025 and has held it in 3 quarters since.
  • 273 funds tracked by Wall St. Rank held Silicon Motion as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.