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Vestmark Advisory Solutions’s Semtech SMTC Stock Holding History

Vestmark Advisory Solutions’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 		$3.32M Sell
20,535
-9,748
-32% -$1.27M 0.03% 512
2026
Q1 		$2.33M Buy
30,283
+18,266
+152% +$1.5M 0.03% 568
2025
Q4 		$886K Buy
+12,017
New +$853K 0.01% 842

Other funds holding SMTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Vestmark Advisory Solutions's SMTC Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its Semtech (SMTC) stake by 32% in Q2 2026, selling an estimated $1.27M and leaving 20,535 shares worth $3.32M. The position accounts for 0.03% of the portfolio, ranked #512.

Vestmark Advisory Solutions first reported a position in SMTC in Q4 2025 and has held it in 3 quarters since. 577 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Vestmark Advisory Solutions held 20,535 shares of Semtech worth $3.32M as of Q2 2026.
  • Vestmark Advisory Solutions sold 9,748 Semtech shares in Q2 2026, an estimated $1.27M.
  • Semtech made up 0.03% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #512 holding.
  • Vestmark Advisory Solutions first reported a position in Semtech in Q4 2025 and has held it in 3 quarters since.
  • 577 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.