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Private Wealth Management Group’s Semtech SMTC Stock Holding History

Private Wealth Management Group’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
Q3 		– Sell
-15
Closed -$2.43K – 1565
2026
Q2 		$2.43K Buy
+15
New +$1.96K ﹤0.01% 1093
2024
Q1 		– Sell
-45
Closed -$986 – 1574
2023
Q4 		$986 Buy
+45
New +$835 ﹤0.01% 1278

Other funds holding SMTC

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return

Private Wealth Management Group's SMTC Position: Q3 2026 in Review

Private Wealth Management Group sold out of Semtech (SMTC) in Q3 2026, closing a stake of 15 shares — an estimated $2.43K sold.

Private Wealth Management Group first reported a position in SMTC in Q4 2023 and held it in 2 quarters. The position peaked at $2.43K in Q2 2026. 386 funds tracked by Wall St. Rank hold SMTC as of Q3 2026.

  • Private Wealth Management Group reported no remaining Semtech position as of Q3 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 15 Semtech shares in Q3 2026, an estimated $2.43K.
  • Private Wealth Management Group first reported a position in Semtech in Q4 2023 and held it in 2 quarters.
  • Private Wealth Management Group's Semtech position peaked at $2.43K in Q2 2026.
  • 386 funds tracked by Wall St. Rank held Semtech as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.