ARS Investment Partners’s VanEck Semiconductor ETF SMH Stock Holding History

ARS Investment 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	$9.21M	Sell	14,047 -187	-1%	-$102K	0.4%	48
2026 Q1	$5.46M	Buy	14,234 +2,170	+18%	+$862K	0.28%	54
2025 Q4	$4.34M	Sell	12,064 -220	-2%	-$77.2K	0.25%	55
2025 Q3	$4.01M	Sell	12,284 -2,650	-18%	-$785K	0.26%	54
2025 Q2	$4.16M	Sell	14,934 -1,714	-10%	-$397K	0.3%	49
2025 Q1	$4.03M	Sell	16,648 -17	-0.1%	-$4.08K	0.36%	49
2024 Q4	$4.04M	Sell	16,665 -397	-2%	-$98.5K	0.36%	49
2024 Q3	$4.19M	Sell	17,062 -3,884	-19%	-$944K	0.38%	48
2024 Q2	$5.46M	Buy	20,946 +468	+2%	+$110K	0.52%	41
2024 Q1	$4.61M	Buy	20,478 +376	+2%	+$75.6K	0.46%	44
2023 Q4	$3.52M	Buy	20,102 +413	+2%	+$64.6K	0.39%	46
2023 Q3	$2.85M	Sell	19,689 -2,938	-13%	-$445K	0.35%	53
2023 Q2	$3.44M	Sell	22,627 -7,997	-26%	-$1.08M	0.4%	47
2023 Q1	$4.03M	Sell	30,624 -150	-0.5%	-$18K	0.48%	47
2022 Q4	$3.12M	Sell	30,774 -1,874	-6%	-$191K	0.42%	50
2022 Q3	$3.02M	Buy	32,648 +708	+2%	+$77.2K	0.42%	47
2022 Q2	$3.25M	Sell	31,940 -178	-0.6%	-$20.7K	0.44%	45
2022 Q1	$4.33M	Sell	32,118 -2,092	-6%	-$286K	0.42%	49
2021 Q4	$5.28M	Sell	34,210 -916	-3%	-$132K	0.49%	48
2021 Q3	$4.5M	Buy	35,126 +50	+0.1%	+$6.59K	0.45%	50
2021 Q2	$4.6M	Buy	35,076 +4,518	+15%	+$558K	0.47%	49
2021 Q1	$3.72M	Buy	30,558 +10,608	+53%	+$1.26M	0.43%	53
2020 Q4	$2.18M	Buy	19,950 +2,826	+17%	+$280K	0.27%	60
2020 Q3	$1.49M	Buy	+17,124	New	+$1.44M	0.23%	59
2020 Q2	–	Sell	-17,682	Closed	-$1.04M	–	89
2020 Q1	$1.04M	Buy	17,682 +4,168	+31%	+$281K	0.25%	52
2019 Q4	$956K	Buy	13,514 +770	+6%	+$50.4K	0.16%	73
2019 Q3	$759K	Buy	12,744 +350	+3%	+$20.2K	0.14%	71
2019 Q2	$683K	Sell	12,394 -2,146	-15%	-$117K	0.11%	87
2019 Q1	$773K	Sell	14,540 -56,024	-79%	-$2.78M	0.14%	81
2018 Q4	$3.08M	Buy	70,564 +64,416	+1,048%	+$3.02M	0.65%	36
2018 Q3	$327K	Buy	6,148 +1,092	+22%	+$58K	0.05%	111
2018 Q2	$260K	Buy	5,056 +438	+9%	+$22.9K	0.04%	113
2018 Q1	$241K	Buy	+4,618	New	+$243K	0.03%	141

Other funds holding SMH

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

PCTC

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return