Atwood & Palmer’s VanEck Semiconductor ETF SMH Stock Holding History

Atwood & Palmer’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	$402	Hold	1	–	–	﹤0.01%	473
2026 Q1	$235	Sell	1 -3	-75%	-$1.19K	﹤0.01%	514
2025 Q4	$1.3K	Hold	4	–	–	﹤0.01%	456
2025 Q3	$1.18K	Hold	4	–	–	﹤0.01%	458
2025 Q2	$1.01K	Hold	4	–	–	﹤0.01%	485
2025 Q1	$764	Hold	4	–	–	﹤0.01%	417
2024 Q4	$875	Hold	4	–	–	﹤0.01%	439
2024 Q3	$887	Buy	+4	New	+$973	﹤0.01%	436

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

Atwood & Palmer's SMH Position: Q2 2026 in Review

Atwood & Palmer held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 1 share worth $402. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Atwood & Palmer first reported a position in SMH in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.3K in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Atwood & Palmer held 1 share of VanEck Semiconductor ETF worth $402 as of Q2 2026.
Atwood & Palmer left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
VanEck Semiconductor ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #473 holding.
Atwood & Palmer first reported a position in VanEck Semiconductor ETF in Q3 2024 and has held it in 8 quarters since.
Atwood & Palmer's VanEck Semiconductor ETF position peaked at $1.3K in Q4 2025.
1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.