TRUE Private Wealth Advisors’s Semtech SMTC Stock Holding History

TRUE Private 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	$324K	Buy	+2,000	New	+$261K	0.03%	213
2026 Q1	–	Sell	-3,000	Closed	-$221K	–	285
2025 Q4	$221K	Sell	3,000 -1,000	-25%	-$71K	0.02%	248
2025 Q3	$286K	Buy	+4,000	New	+$217K	0.03%	218
2025 Q1	–	Sell	-4,000	Closed	-$247K	–	239
2024 Q4	$247K	Buy	+4,000	New	+$211K	0.03%	201
2022 Q3	–	Sell	-4,000	Closed	-$219K	–	238
2022 Q2	$219K	Hold	4,000	–	–	0.03%	208
2022 Q1	$260K	Hold	4,000	–	–	0.04%	200
2021 Q4	$355K	Hold	4,000	–	–	0.05%	185
2021 Q3	$311K	Hold	4,000	–	–	0.05%	183
2021 Q2	$275K	Hold	4,000	–	–	0.04%	185
2021 Q1	$276K	Hold	4,000	–	–	0.04%	188
2020 Q4	$288K	Hold	4,000	–	–	0.05%	166
2020 Q3	$211K	Hold	4,000	–	–	0.04%	178
2020 Q2	$208K	Hold	4,000	–	–	0.04%	173
2020 Q1	$150K	Hold	4,000	–	–	0.03%	160
2019 Q4	$211K	Buy	+4,000	New	+$200K	0.03%	211
2018 Q4	–	Sell	-4,000	Closed	-$222K	–	805
2018 Q3	$222K	Buy	+4,000	New	+$209K	0.03%	251

Other funds holding SMTC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

TRUE Private Wealth Advisors's SMTC Position: Q2 2026 in Review

TRUE Private Wealth Advisors opened a new position in Semtech (SMTC) in Q2 2026: 2,000 shares worth $324K. The stake represents 0.03% of the portfolio and ranks #213 among its holdings. This is a return to the name: TRUE Private Wealth Advisors previously reported a position in SMTC as recently as Q4 2025.

TRUE Private Wealth Advisors first reported a position in SMTC in Q3 2018 and has held it in 16 quarters since. The position peaked at $355K in Q4 2021. 576 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

TRUE Private Wealth Advisors held 2,000 shares of Semtech worth $324K as of Q2 2026.
Semtech was a new TRUE Private Wealth Advisors position in Q2 2026.
Semtech made up 0.03% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #213 holding.
TRUE Private Wealth Advisors first reported a position in Semtech in Q3 2018 and has held it in 16 quarters since.
TRUE Private Wealth Advisors's Semtech position peaked at $355K in Q4 2021.
576 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.