Orion Portfolio Solutions’s Silicon Motion SIMO Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$889K	Buy	17,574 +1,484	+9%	+$80.3K	0.01%	1146
2024 Q4	$870K	Buy	16,090 +7,840	+95%	+$439K	0.01%	1127
2024 Q3	$501K	Buy	8,250 +4	+0%	+$264	0.01%	1337
2024 Q2	$668K	Sell	8,246 -376	-4%	-$29.4K	0.01%	1170
2024 Q1	$663K	Buy	8,622 +1,112	+15%	+$75.9K	0.01%	1162
2023 Q4	$488K	Buy	7,510 +2,543	+51%	+$145K	0.01%	1221
2023 Q3	$255K	Sell	4,967 -13,700	-73%	-$779K	﹤0.01%	1456
2023 Q2	$1.34M	Sell	18,667 -203	-1%	-$13K	0.01%	825
2023 Q1	$1.24M	Buy	+18,870	New	+$1.24M	0.02%	798

Other funds holding SIMO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Orion Portfolio Solutions's SIMO Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Silicon Motion (SIMO) stake by 9.2% in Q1 2025, buying an estimated $80.3K and bringing the position to 17,574 shares worth $889K. The position accounts for 0.01% of the portfolio, ranked #1146.

Orion Portfolio Solutions first reported a position in SIMO in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.34M in Q2 2023. 190 funds tracked by Wall St. Rank hold SIMO as of Q1 2025.

Orion Portfolio Solutions held 17,574 shares of Silicon Motion worth $889K as of Q1 2025.
Orion Portfolio Solutions bought 1,484 Silicon Motion shares in Q1 2025, an estimated $80.3K.
Silicon Motion made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1146 holding.
Orion Portfolio Solutions first reported a position in Silicon Motion in Q1 2023 and has held it in 9 quarters since.
Orion Portfolio Solutions's Silicon Motion position peaked at $1.34M in Q2 2023.
190 funds tracked by Wall St. Rank held Silicon Motion as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.