NorthRock Partners’s Semtech SMTC Stock Holding History

NorthRock Partners’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
2026 Q2	$1.36M	Sell	8,403 -2,128	-20%	-$278K	0.02%	265
2026 Q1	$810K	Buy	+10,531	New	+$866K	0.01%	341

Other funds holding SMTC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NorthRock Partners's SMTC Position: Q2 2026 in Review

NorthRock Partners reduced its Semtech (SMTC) stake by 20% in Q2 2026, selling an estimated $278K and leaving 8,403 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #265.

NorthRock Partners first reported a position in SMTC in Q1 2026 and has held it in 2 quarters since. 575 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

NorthRock Partners held 8,403 shares of Semtech worth $1.36M as of Q2 2026.
NorthRock Partners sold 2,128 Semtech shares in Q2 2026, an estimated $278K.
Semtech made up 0.02% of NorthRock Partners's portfolio in Q2 2026, its #265 holding.
NorthRock Partners first reported a position in Semtech in Q1 2026 and has held it in 2 quarters since.
575 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.