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Valeo Financial Advisors’s Semtech SMTC Stock Holding History

Valeo Financial 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
Q1 		– Sell
-2,729
Closed -$201K – 875
2025
Q4 		$201K Buy
+2,729
New +$194K ﹤0.01% 759
2023
Q1 		– Sell
-14,305
Closed -$410K – 671
2022
Q4 		$410K Buy
14,305
+6,305
+79% +$179K 0.02% 312
2022
Q3 		$235K Hold
8,000
– – 0.02% 406
2022
Q2 		$440K Hold
8,000
– – 0.03% 272
2022
Q1 		$555K Hold
8,000
– – 0.03% 307
2021
Q4 		$711K Hold
8,000
– – 0.04% 236
2021
Q3 		$624K Buy
+8,000
New +$548K 0.04% 254

Other funds holding SMTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Valeo Financial Advisors's SMTC Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Semtech (SMTC) in Q1 2026, closing a stake of 2,729 shares — an estimated $201K sold.

Valeo Financial Advisors first reported a position in SMTC in Q3 2021 and held it in 7 quarters. The position peaked at $711K in Q4 2021. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

  • Valeo Financial Advisors reported no remaining Semtech position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,729 Semtech shares in Q1 2026, an estimated $201K.
  • Valeo Financial Advisors first reported a position in Semtech in Q3 2021 and held it in 7 quarters.
  • Valeo Financial Advisors's Semtech position peaked at $711K in Q4 2021.
  • 437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.