Vanguard Portfolio Management
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Vanguard Portfolio Management’s Semtech SMTC Stock Holding History

Vanguard Portfolio Management’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 		$862M Sell
5,328,594
-1,594,040
-23% -$208M 0.04% 484
2026
Q1 		$532M Buy
+6,922,634
New +$569M 0.03% 645

Other funds holding SMTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management's SMTC Position: Q2 2026 in Review

Vanguard Portfolio Management reduced its Semtech (SMTC) stake by 23% in Q2 2026, selling an estimated $208M and leaving 5,328,594 shares worth $862M. The position accounts for 0.04% of the portfolio, ranked #484.

Vanguard Portfolio Management first reported a position in SMTC in Q1 2026 and has held it in 2 quarters since. 538 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Vanguard Portfolio Management held 5,328,594 shares of Semtech worth $862M as of Q2 2026.
  • Vanguard Portfolio Management sold 1,594,040 Semtech shares in Q2 2026, an estimated $208M.
  • Semtech made up 0.04% of Vanguard Portfolio Management's portfolio in Q2 2026, its #484 holding.
  • Vanguard Portfolio Management first reported a position in Semtech in Q1 2026 and has held it in 2 quarters since.
  • 538 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Vanguard Portfolio Management's 13F filing for Q2 2026, filed 13 Aug 2026.