Atlas Capital Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Atlas 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
2025 Q2	$139K	Sell	500 -200	-29%	-$46.4K	0.02%	472
2025 Q1	$148K	Buy	700 +200	+40%	+$47.9K	0.02%	459
2024 Q4	$121K	Sell	500 -200	-29%	-$49.6K	0.02%	480
2024 Q3	$172K	Buy	700 +135	+24%	+$32.8K	0.03%	400
2024 Q2	$147K	Sell	565 -600	-52%	-$141K	0.02%	438
2024 Q1	$262K	Buy	1,165 +220	+23%	+$44.2K	0.04%	322
2023 Q4	$165K	Hold	945	–	–	0.02%	407
2023 Q3	$137K	Hold	945	–	–	0.02%	400
2023 Q2	$144K	Buy	945 +65	+7%	+$8.78K	0.02%	415
2023 Q1	$116K	Sell	880 -400	-31%	-$48K	0.02%	442
2022 Q4	$130K	Hold	1,280	–	–	0.02%	406
2022 Q3	$118K	Buy	1,280 +480	+60%	+$52.3K	0.02%	420
2022 Q2	$81.5K	Sell	800 -148	-16%	-$17.2K	0.01%	490
2022 Q1	$128K	Buy	948 +728	+331%	+$99.7K	0.02%	435
2021 Q4	$34K	Buy	+220	New	+$31.8K	0.01%	580

Other funds holding SMH

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Atlas Capital Advisors's SMH Position: Q2 2025 in Review

Atlas Capital Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 29% in Q2 2025, selling an estimated $46.4K and leaving 500 shares worth $139K. The position accounts for 0.02% of the portfolio, ranked #472.

Atlas Capital Advisors first reported a position in SMH in Q4 2021 and has held it in 15 quarters since. The position peaked at $262K in Q1 2024. 1,017 funds tracked by Wall St. Rank hold SMH as of Q2 2025.

Atlas Capital Advisors held 500 shares of VanEck Semiconductor ETF worth $139K as of Q2 2025.
Atlas Capital Advisors sold 200 VanEck Semiconductor ETF shares in Q2 2025, an estimated $46.4K.
VanEck Semiconductor ETF made up 0.02% of Atlas Capital Advisors's portfolio in Q2 2025, its #472 holding.
Atlas Capital Advisors first reported a position in VanEck Semiconductor ETF in Q4 2021 and has held it in 15 quarters since.
Atlas Capital Advisors's VanEck Semiconductor ETF position peaked at $262K in Q1 2024.
1,017 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2025.

Based on Atlas Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.