Stratos Wealth Partners’s Silicon Motion SIMO Stock Holding History

Stratos 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 Q1	$211K	Sell	1,880 -410	-18%	-$49.8K	﹤0.01%	1511
2025 Q4	$212K	Buy	2,290 +32	+1%	+$2.94K	﹤0.01%	1483
2025 Q3	$214K	Buy	+2,258	New	+$179K	﹤0.01%	1431
2018 Q4	–	Sell	-27	Closed	-$1K	–	2223
2018 Q3	$1K	Buy	+27	New	+$1.5K	﹤0.01%	2880
2018 Q2	–	Sell	-27	Closed	-$1K	–	2307
2018 Q1	$1K	Hold	27	–	–	﹤0.01%	3031
2017 Q4	$1K	Buy	+27	New	+$1.37K	﹤0.01%	2742

Other funds holding SIMO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

ACM

Analog Century Management New York $2.09B AUM 186.85% 1-Year Est. Return

Stratos Wealth Partners's SIMO Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Silicon Motion (SIMO) stake by 18% in Q1 2026, selling an estimated $49.8K and leaving 1,880 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1511.

Stratos Wealth Partners first reported a position in SIMO in Q4 2017 and has held it in 6 quarters since. The position peaked at $214K in Q3 2025. 273 funds tracked by Wall St. Rank hold SIMO as of Q1 2026.

Stratos Wealth Partners held 1,880 shares of Silicon Motion worth $211K as of Q1 2026.
Stratos Wealth Partners sold 410 Silicon Motion shares in Q1 2026, an estimated $49.8K.
Silicon Motion made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1511 holding.
Stratos Wealth Partners first reported a position in Silicon Motion in Q4 2017 and has held it in 6 quarters since.
Stratos Wealth Partners's Silicon Motion position peaked at $214K in Q3 2025.
273 funds tracked by Wall St. Rank held Silicon Motion as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.