Steward Partners Investment Advisory’s Silicon Motion SIMO Stock Holding History

Steward Partners Investment Advisory’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	$34.3K	Buy	+103	New	+$23.9K	﹤0.01%	3156
2024 Q1	–	Sell	-167	Closed	-$10.2K	–	3662
2023 Q4	$10.2K	Sell	167 -5,954	-97%	-$340K	﹤0.01%	2702
2023 Q3	$314K	Buy	+6,121	New	+$348K	﹤0.01%	1106
2022 Q4	–	Sell	-9	Closed	-$1K	–	3445
2022 Q3	$1K	Sell	9 -3	-25%	-$235	﹤0.01%	3165
2022 Q2	$1K	Sell	12 -67	-85%	-$5.64K	﹤0.01%	3159
2022 Q1	$5K	Buy	+79	New	+$6.16K	﹤0.01%	2903

Other funds holding SIMO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 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 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

Steward Partners Investment Advisory's SIMO Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Silicon Motion (SIMO) in Q2 2026: 103 shares worth $34.3K. The stake represents ﹤0.01% of the portfolio and ranks #3156 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in SIMO as recently as Q4 2023.

Steward Partners Investment Advisory first reported a position in SIMO in Q1 2022 and has held it in 6 quarters since. The position peaked at $314K in Q3 2023. 385 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

Steward Partners Investment Advisory held 103 shares of Silicon Motion worth $34.3K as of Q2 2026.
Silicon Motion was a new Steward Partners Investment Advisory position in Q2 2026.
Silicon Motion made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3156 holding.
Steward Partners Investment Advisory first reported a position in Silicon Motion in Q1 2022 and has held it in 6 quarters since.
Steward Partners Investment Advisory's Silicon Motion position peaked at $314K in Q3 2023.
385 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.