NewSquare Capital’s Semtech SMTC Stock Holding History

NewSquare Capital’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	-50	Closed	-$2.26K	–	1073
2025 Q2	$2.26K	Buy	+50	New	+$1.78K	﹤0.01%	943

Other funds holding SMTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

NewSquare Capital's SMTC Position: Q3 2025 in Review

NewSquare Capital sold out of Semtech (SMTC) in Q3 2025, closing a stake of 50 shares — an estimated $2.26K sold.

NewSquare Capital first reported a position in SMTC in Q2 2025 and held it in 1 quarter. The position peaked at $2.26K in Q2 2025. 350 funds tracked by Wall St. Rank hold SMTC as of Q3 2025.

NewSquare Capital reported no remaining Semtech position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 50 Semtech shares in Q3 2025, an estimated $2.26K.
NewSquare Capital first reported a position in Semtech in Q2 2025 and held it in 1 quarter.
NewSquare Capital's Semtech position peaked at $2.26K in Q2 2025.
350 funds tracked by Wall St. Rank held Semtech as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.