Annis Gardner Whiting Capital Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Annis Gardner Whiting Capital Advisors’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	$49.5K	Sell	129 -57	-31%	-$22.6K	0.01%	585
2025 Q4	$67K	Buy	186 +104	+127%	+$36.5K	0.01%	479
2025 Q3	$26.8K	Sell	82 -104	-56%	-$30.8K	0.01%	564
2025 Q2	$51.9K	Buy	186 +104	+127%	+$24.1K	0.02%	414
2025 Q1	$17.3K	Hold	82	–	–	0.01%	478
2024 Q4	$19.9K	Hold	82	–	–	0.01%	443
2024 Q3	$20.1K	Hold	82	–	–	0.01%	454
2024 Q2	$21.4K	Hold	82	–	–	0.01%	555
2024 Q1	$18.4K	Hold	82	–	–	0.01%	567
2023 Q4	$14.3K	Hold	82	–	–	0.01%	446
2023 Q3	$11.9K	Buy	+82	New	+$12.4K	0.01%	446

Other funds holding SMH

Bank of America

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 $376B AUM 19.32% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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