PCM
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Polymer Capital Management’s Qorvo QRVO Stock Holding History

Polymer Capital Management’s Portfolio QRVO Stock Details QRVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.16M Sell
40,869
-28,264
-41% -$2.29M 0.32% 68
2025
Q4 		$5.84M Sell
69,133
-2,774
-4% -$245K 0.61% 22
2025
Q3 		$6.55M Buy
+71,907
New +$6.4M 0.69% 23

Other funds holding QRVO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Polymer Capital Management's QRVO Position: Q1 2026 in Review

Polymer Capital Management reduced its Qorvo (QRVO) stake by 41% in Q1 2026, selling an estimated $2.29M and leaving 40,869 shares worth $3.16M. The position accounts for 0.32% of the portfolio, ranked #68.

Polymer Capital Management first reported a position in QRVO in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.55M in Q3 2025. 534 funds tracked by Wall St. Rank hold QRVO as of Q1 2026.

  • Polymer Capital Management held 40,869 shares of Qorvo worth $3.16M as of Q1 2026.
  • Polymer Capital Management sold 28,264 Qorvo shares in Q1 2026, an estimated $2.29M.
  • Qorvo made up 0.32% of Polymer Capital Management's portfolio in Q1 2026, its #68 holding.
  • Polymer Capital Management first reported a position in Qorvo in Q3 2025 and has held it in 3 quarters since.
  • Polymer Capital Management's Qorvo position peaked at $6.55M in Q3 2025.
  • 534 funds tracked by Wall St. Rank held Qorvo as of Q1 2026.

Based on Polymer Capital Management's 13F filing for Q1 2026, filed 14 May 2026.