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Pinnacle Wealth Planning Services’s Silicon Motion SIMO Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$164K Sell
493
-32
-6% -$7.41K 0.02% 615
2026
Q1 		$59K Buy
525
+222
+73% +$26.9K 0.01% 1103
2025
Q4 		$28.1K Buy
+303
New +$27.8K ﹤0.01% 1555

Other funds holding SIMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.2B AUM 137.35% 1-Year Est. Return

Pinnacle Wealth Planning Services's SIMO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Silicon Motion (SIMO) stake by 6.1% in Q2 2026, selling an estimated $7.41K and leaving 493 shares worth $164K. The position accounts for 0.02% of the portfolio, ranked #615.

Pinnacle Wealth Planning Services first reported a position in SIMO in Q4 2025 and has held it in 3 quarters since. 385 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 493 shares of Silicon Motion worth $164K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 32 Silicon Motion shares in Q2 2026, an estimated $7.41K.
  • Silicon Motion made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #615 holding.
  • Pinnacle Wealth Planning Services first reported a position in Silicon Motion in Q4 2025 and has held it in 3 quarters since.
  • 385 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.