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 Q2	–	Sell	-129	Closed	-$49.5K	–	1102
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 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

Annis Gardner Whiting Capital Advisors's SMH Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of VanEck Semiconductor ETF (SMH) in Q2 2026, closing a stake of 129 shares — an estimated $49.5K sold.

Annis Gardner Whiting Capital Advisors first reported a position in SMH in Q3 2023 and held it in 11 quarters. The position peaked at $67K in Q4 2025. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining VanEck Semiconductor ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 129 VanEck Semiconductor ETF shares in Q2 2026, an estimated $49.5K.
Annis Gardner Whiting Capital Advisors first reported a position in VanEck Semiconductor ETF in Q3 2023 and held it in 11 quarters.
Annis Gardner Whiting Capital Advisors's VanEck Semiconductor ETF position peaked at $67K in Q4 2025.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.