Strategic Wealth Partners’s Silicon Motion SIMO Stock Holding History

Strategic Wealth Partners’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	$870K	Sell	2,609 -83,562	-97%	-$19.4M	0.05%	162
2026 Q1	$9.68M	Buy	86,171 +5,243	+6%	+$636K	0.67%	52
2025 Q4	$7.5M	Buy	80,928 +79,470	+5,451%	+$7.29M	0.51%	61
2025 Q3	$138K	Hold	1,458	–	–	0.01%	391
2025 Q2	$110K	Buy	+1,458	New	+$82.8K	0.01%	379
2023 Q1	–	Sell	-3,409	Closed	-$222K	–	276
2022 Q4	$222K	Sell	3,409 -41,035	-92%	-$2.52M	0.04%	240
2022 Q3	$2.9M	Buy	44,444 +1,272	+3%	+$99.7K	0.61%	48
2022 Q2	$3.61M	Buy	43,172 +1,524	+4%	+$128K	0.78%	32
2022 Q1	$2.78M	Buy	41,648 +10,079	+32%	+$785K	0.54%	56
2021 Q4	$3M	Buy	31,569 +4,255	+16%	+$321K	0.57%	55
2021 Q3	$1.88M	Buy	27,314 +5,462	+25%	+$386K	0.55%	43
2021 Q2	$1.4M	Sell	21,852 -1,386	-6%	-$91.1K	0.46%	54
2021 Q1	$1.38M	Sell	23,238 -6,250	-21%	-$356K	0.55%	46
2020 Q4	$1.42M	Sell	29,488 -453	-2%	-$18.5K	0.6%	41
2020 Q3	$1.13M	Buy	29,941 +12,967	+76%	+$520K	0.57%	51
2020 Q2	$828K	Buy	+16,974	New	+$752K	0.43%	71

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 $4.38B AUM 55.55% 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

Strategic Wealth Partners's SIMO Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Silicon Motion (SIMO) stake by 97% in Q2 2026, selling an estimated $19.4M and leaving 2,609 shares worth $870K. The position accounts for 0.05% of the portfolio, ranked #162.

Strategic Wealth Partners first reported a position in SIMO in Q2 2020 and has held it in 16 quarters since. The position peaked at $9.68M in Q1 2026. 385 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

Strategic Wealth Partners held 2,609 shares of Silicon Motion worth $870K as of Q2 2026.
Strategic Wealth Partners sold 83,562 Silicon Motion shares in Q2 2026, an estimated $19.4M.
Silicon Motion made up 0.05% of Strategic Wealth Partners's portfolio in Q2 2026, its #162 holding.
Strategic Wealth Partners first reported a position in Silicon Motion in Q2 2020 and has held it in 16 quarters since.
Strategic Wealth Partners's Silicon Motion position peaked at $9.68M in Q1 2026.
385 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.