17 Capital Partners’s VanEck Semiconductor ETF SMH Stock Holding History

17 Capital Partners’s Portfolio SMH Stock Details SMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.87M	Buy	2,853 +344	+14%	+$188K	0.84%	25
2026 Q1	$962K	Buy	2,509 +185	+8%	+$73.5K	0.5%	69
2025 Q4	$837K	Buy	2,324 +563	+32%	+$198K	0.43%	81
2025 Q3	$575K	Buy	1,761 +155	+10%	+$45.9K	0.31%	94
2025 Q2	$448K	Buy	1,606 +258	+19%	+$59.8K	0.26%	103
2025 Q1	$285K	Buy	1,348 +27	+2%	+$6.47K	0.18%	123
2024 Q4	$320K	Buy	1,321 +193	+17%	+$47.9K	0.2%	114
2024 Q3	$277K	Buy	1,128 +358	+46%	+$87K	0.18%	118
2024 Q2	$201K	Buy	+770	New	+$181K	0.14%	127

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

17 Capital Partners's SMH Position: Q2 2026 in Review

17 Capital Partners increased its VanEck Semiconductor ETF (SMH) stake by 14% in Q2 2026, buying an estimated $188K and bringing the position to 2,853 shares worth $1.87M. The position accounts for 0.84% of the portfolio, ranked #25.

17 Capital Partners first reported a position in SMH in Q2 2024 and has held it in 9 quarters since. 1,554 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

17 Capital Partners held 2,853 shares of VanEck Semiconductor ETF worth $1.87M as of Q2 2026.
17 Capital Partners bought 344 VanEck Semiconductor ETF shares in Q2 2026, an estimated $188K.
VanEck Semiconductor ETF made up 0.84% of 17 Capital Partners's portfolio in Q2 2026, its #25 holding.
17 Capital Partners first reported a position in VanEck Semiconductor ETF in Q2 2024 and has held it in 9 quarters since.
1,554 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on 17 Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.