1832 Asset Management’s VanEck Semiconductor ETF SMH Stock Holding History

1832 Asset Management’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 Q1	$753K	Buy	1,964 +104	+6%	+$41.3K	﹤0.01%	557
2025 Q4	$670K	Hold	1,860	–	–	﹤0.01%	597
2025 Q3	$607K	Buy	1,860 +500	+37%	+$148K	﹤0.01%	603
2025 Q2	$379K	Buy	1,360 +260	+24%	+$60.3K	﹤0.01%	620
2025 Q1	$233K	Hold	1,100	–	–	﹤0.01%	643
2024 Q4	$266K	Hold	1,100	–	–	﹤0.01%	631
2024 Q3	$270K	Hold	1,100	–	–	﹤0.01%	650
2024 Q2	$287K	Hold	1,100	–	–	﹤0.01%	632
2024 Q1	$247K	Buy	+1,100	New	+$221K	﹤0.01%	631
2017 Q2	–	Sell	-460	Closed	-$18K	–	726
2017 Q1	$18K	Buy	+460	New	+$17.5K	﹤0.01%	631
2014 Q1	–	Sell	-50,000	Closed	-$1.06M	–	636
2013 Q4	$1.06M	Buy	+50,000	New	+$1.02M	﹤0.01%	402

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

1832 Asset Management's SMH Position: Q1 2026 in Review

1832 Asset Management increased its VanEck Semiconductor ETF (SMH) stake by 5.6% in Q1 2026, buying an estimated $41.3K and bringing the position to 1,964 shares worth $753K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

1832 Asset Management first reported a position in SMH in Q4 2013 and has held it in 11 quarters since. The position peaked at $1.06M in Q4 2013. 1,296 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

1832 Asset Management held 1,964 shares of VanEck Semiconductor ETF worth $753K as of Q1 2026.
1832 Asset Management bought 104 VanEck Semiconductor ETF shares in Q1 2026, an estimated $41.3K.
VanEck Semiconductor ETF made up ﹤0.01% of 1832 Asset Management's portfolio in Q1 2026, its #557 holding.
1832 Asset Management first reported a position in VanEck Semiconductor ETF in Q4 2013 and has held it in 11 quarters since.
1832 Asset Management's VanEck Semiconductor ETF position peaked at $1.06M in Q4 2013.
1,296 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on 1832 Asset Management's 13F filing for Q1 2026, filed 14 May 2026.