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Waverly Advisors’s Silicon Motion SIMO Stock Holding History

Waverly Advisors’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 		$256K Sell
767
-1,062
-58% -$246K ﹤0.01% 1501
2026
Q1 		$205K Buy
+1,829
New +$222K ﹤0.01% 1480

Other funds holding SIMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Alkeon Capital Management
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
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 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
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

Waverly Advisors's SIMO Position: Q2 2026 in Review

Waverly Advisors reduced its Silicon Motion (SIMO) stake by 58% in Q2 2026, selling an estimated $246K and leaving 767 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

Waverly Advisors first reported a position in SIMO in Q1 2026 and has held it in 2 quarters since. 385 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

  • Waverly Advisors held 767 shares of Silicon Motion worth $256K as of Q2 2026.
  • Waverly Advisors sold 1,062 Silicon Motion shares in Q2 2026, an estimated $246K.
  • Silicon Motion made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1501 holding.
  • Waverly Advisors first reported a position in Silicon Motion in Q1 2026 and has held it in 2 quarters since.
  • 385 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.