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Root Financial Partners’s Semtech SMTC Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-70
Closed -$5.38K – 2750
2026
Q1 		$5.38K Buy
70
+15
+27% +$1.23K ﹤0.01% 1921
2025
Q4 		$4.05K Hold
55
– – ﹤0.01% 1826
2025
Q3 		$3.93K Buy
+55
New +$2.99K ﹤0.01% 1802

Other funds holding SMTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Root Financial Partners's SMTC Position: Q2 2026 in Review

Root Financial Partners sold out of Semtech (SMTC) in Q2 2026, closing a stake of 70 shares — an estimated $5.38K sold.

Root Financial Partners first reported a position in SMTC in Q3 2025 and held it in 3 quarters. The position peaked at $5.38K in Q1 2026. 576 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Root Financial Partners reported no remaining Semtech position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 70 Semtech shares in Q2 2026, an estimated $5.38K.
  • Root Financial Partners first reported a position in Semtech in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Semtech position peaked at $5.38K in Q1 2026.
  • 576 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.