Physician Wealth Advisors’s Silicon Motion SIMO Stock Holding History

Physician Wealth Advisors’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	$1.8K	Sell	16 -11	-41%	-$1.33K	﹤0.01%	1396
2025 Q4	$2.5K	Buy	27 +17	+170%	+$1.56K	﹤0.01%	1194
2025 Q3	$949	Hold	10	–	–	﹤0.01%	1616
2025 Q2	$752	Sell	10 -3	-23%	-$170	﹤0.01%	1580
2025 Q1	$658	Buy	+13	New	+$703	﹤0.01%	1305

Other funds holding SIMO

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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 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

Physician Wealth Advisors's SIMO Position: Q1 2026 in Review

Physician Wealth Advisors reduced its Silicon Motion (SIMO) stake by 41% in Q1 2026, selling an estimated $1.33K and leaving 16 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

Physician Wealth Advisors first reported a position in SIMO in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.5K in Q4 2025. 273 funds tracked by Wall St. Rank hold SIMO as of Q1 2026.

Physician Wealth Advisors held 16 shares of Silicon Motion worth $1.8K as of Q1 2026.
Physician Wealth Advisors sold 11 Silicon Motion shares in Q1 2026, an estimated $1.33K.
Silicon Motion made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #1396 holding.
Physician Wealth Advisors first reported a position in Silicon Motion in Q1 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's Silicon Motion position peaked at $2.5K in Q4 2025.
273 funds tracked by Wall St. Rank held Silicon Motion as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.