Avidian Wealth Enterprises’s VanEck Semiconductor ETF SMH Stock Holding History

Avidian Wealth Enterprises’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	$3.32M	Buy	5,056 +336	+7%	+$183K	0.09%	145
2026 Q1	$1.81M	Sell	4,720 -20	-0.4%	-$7.94K	0.06%	208
2025 Q4	$1.71M	Buy	4,740 +23	+0.5%	+$8.07K	0.06%	161
2025 Q3	$1.54M	Buy	4,717 +127	+3%	+$37.6K	0.06%	169
2025 Q2	$1.28M	Buy	4,590 +27	+0.6%	+$6.26K	0.05%	176
2025 Q1	$965K	Buy	4,563 +88	+2%	+$21.1K	0.04%	202
2024 Q4	$1.08M	Buy	4,475 +1,737	+63%	+$431K	0.05%	174
2024 Q3	$672K	Buy	2,738 +1,026	+60%	+$249K	0.03%	245
2024 Q2	$446K	Sell	1,712 -250	-13%	-$58.6K	0.02%	312
2024 Q1	$441K	Buy	1,962 +80	+4%	+$16.1K	0.02%	283
2023 Q4	$329K	Buy	+1,882	New	+$295K	0.02%	325
2022 Q1	–	Sell	-36,560	Closed	-$5.64M	–	568
2021 Q4	$5.64M	Buy	36,560 +120	+0.3%	+$17.4K	0.35%	58
2021 Q3	$4.67M	Buy	36,440 +1,614	+5%	+$213K	0.36%	49
2021 Q2	$4.57M	Buy	34,826 +3,254	+10%	+$402K	0.35%	47
2021 Q1	$3.85M	Buy	+31,572	New	+$3.74M	0.33%	50
2015 Q2	–	Sell	-138,552	Closed	-$3.83M	–	46
2015 Q1	$3.83M	Buy	+138,552	New	+$3.83M	1.62%	13
2014 Q4	–	Sell	-138,552	Closed	-$3.54M	–	44
2014 Q3	$3.54M	Sell	138,552 -530	-0.4%	-$13.4K	1.39%	16
2014 Q2	$3.44M	Buy	+139,082	New	+$3.21M	1.27%	18

Other funds holding SMH

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Avidian Wealth Enterprises's SMH Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its VanEck Semiconductor ETF (SMH) stake by 7.1% in Q2 2026, buying an estimated $183K and bringing the position to 5,056 shares worth $3.32M. The position accounts for 0.09% of the portfolio, ranked #145.

Avidian Wealth Enterprises first reported a position in SMH in Q2 2014 and has held it in 18 quarters since. The position peaked at $5.64M in Q4 2021. 745 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Avidian Wealth Enterprises held 5,056 shares of VanEck Semiconductor ETF worth $3.32M as of Q2 2026.
Avidian Wealth Enterprises bought 336 VanEck Semiconductor ETF shares in Q2 2026, an estimated $183K.
VanEck Semiconductor ETF made up 0.09% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #145 holding.
Avidian Wealth Enterprises first reported a position in VanEck Semiconductor ETF in Q2 2014 and has held it in 18 quarters since.
Avidian Wealth Enterprises's VanEck Semiconductor ETF position peaked at $5.64M in Q4 2021.
745 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.