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 Q2	$760K	Buy	2,280 +400	+21%	+$92.7K	0.01%	966
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 $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

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

Stratos Wealth Partners increased its Silicon Motion (SIMO) stake by 21% in Q2 2026, buying an estimated $92.7K and bringing the position to 2,280 shares worth $760K. The position accounts for 0.01% of the portfolio, ranked #966.

Stratos Wealth Partners first reported a position in SIMO in Q4 2017 and has held it in 7 quarters since. 385 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

Stratos Wealth Partners held 2,280 shares of Silicon Motion worth $760K as of Q2 2026.
Stratos Wealth Partners bought 400 Silicon Motion shares in Q2 2026, an estimated $92.7K.
Silicon Motion made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #966 holding.
Stratos Wealth Partners first reported a position in Silicon Motion in Q4 2017 and has held it in 7 quarters since.
385 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.