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Sax Wealth Advisors’s Semtech SMTC Stock Holding History

Sax Wealth Advisors’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 		$253K Buy
3,295
+2
+0.1% +$261 0.01% 477
2026
Q1 		$243K Hold
3,293
– – 0.01% 433
2025
Q4 		$243K Buy
+3,293
New +$234K 0.01% 441

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

Sax Wealth Advisors's SMTC Position: Q2 2026 in Review

Sax Wealth Advisors increased its Semtech (SMTC) stake by 0.06% in Q2 2026, buying an estimated $261 and bringing the position to 3,295 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #477.

Sax Wealth Advisors first reported a position in SMTC in Q4 2025 and has held it in 3 quarters since. 574 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Sax Wealth Advisors held 3,295 shares of Semtech worth $253K as of Q2 2026.
  • Sax Wealth Advisors bought 2 Semtech shares in Q2 2026, an estimated $261.
  • Semtech made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #477 holding.
  • Sax Wealth Advisors first reported a position in Semtech in Q4 2025 and has held it in 3 quarters since.
  • 574 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.