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Aspect Partners’s VanEck Semiconductor ETF SMH Stock Holding History

Aspect 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 		$23.6K Hold
36
– – 0.01% 189
2026
Q1 		$13.8K Hold
36
– – 0.01% 222
2025
Q4 		$13K Hold
36
– – 0.01% 234
2025
Q3 		$11.7K Hold
36
– – 0.01% 276
2025
Q2 		$10K Hold
36
– – ﹤0.01% 282
2025
Q1 		$7.61K Hold
36
– – ﹤0.01% 295
2024
Q4 		$8.72K Hold
36
– – 0.01% 304
2024
Q3 		$8.84K Hold
36
– – 0.01% 286
2024
Q2 		$9.38K Hold
36
– – 0.01% 277
2024
Q1 		$8.1K Hold
36
– – 0.01% 292
2023
Q4 		$6.29K Buy
+36
New +$5.63K ﹤0.01% 309

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
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

Aspect Partners's SMH Position: Q2 2026 in Review

Aspect Partners held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 36 shares worth $23.6K. The position accounts for 0.01% of the portfolio, ranked #189.

Aspect Partners first reported a position in SMH in Q4 2023 and has held it in 11 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Aspect Partners held 36 shares of VanEck Semiconductor ETF worth $23.6K as of Q2 2026.
  • Aspect Partners left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
  • VanEck Semiconductor ETF made up 0.01% of Aspect Partners's portfolio in Q2 2026, its #189 holding.
  • Aspect Partners first reported a position in VanEck Semiconductor ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.