Baird Financial Group
SMH icon

Baird Financial Group’s VanEck Semiconductor ETF SMH Stock Holding History

Baird Financial Group’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 		$40.1M Buy
61,203
+13,770
+29% +$7.51M 0.06% 217
2026
Q1 		$18.2M Sell
47,433
-7,047
-13% -$2.8M 0.03% 390
2025
Q4 		$19.6M Buy
54,480
+257
+0.5% +$90.2K 0.03% 378
2025
Q3 		$17.7M Buy
54,223
+8,576
+19% +$2.54M 0.03% 400
2025
Q2 		$12.7M Buy
45,647
+12,933
+40% +$3M 0.02% 470
2025
Q1 		$6.92M Sell
32,714
-6,946
-18% -$1.66M 0.01% 583
2024
Q4 		$9.6M Sell
39,660
-7,666
-16% -$1.9M 0.02% 518
2024
Q3 		$11.6M Sell
47,326
-11,279
-19% -$2.74M 0.02% 467
2024
Q2 		$15.3M Buy
58,605
+6,002
+11% +$1.41M 0.03% 385
2024
Q1 		$11.8M Buy
52,603
+32,512
+162% +$6.54M 0.02% 429
2023
Q4 		$3.51M Buy
20,091
+10,509
+110% +$1.64M 0.01% 759
2023
Q3 		$1.39M Sell
9,582
-403
-4% -$61K ﹤0.01% 1022
2023
Q2 		$1.52M Buy
+9,985
New +$1.35M ﹤0.01% 991
2022
Q2 		– Sell
-13,584
Closed -$1.83M – 1854
2022
Q1 		$1.83M Sell
13,584
-10,498
-44% -$1.44M ﹤0.01% 939
2021
Q4 		$3.72M Buy
24,082
+13,984
+138% +$2.02M 0.01% 707
2021
Q3 		$1.29M Buy
10,098
+406
+4% +$53.5K ﹤0.01% 1100
2021
Q2 		$1.27M Buy
9,692
+72
+0.7% +$8.89K ﹤0.01% 1084
2021
Q1 		$1.17M Sell
9,620
-4,638
-33% -$549K ﹤0.01% 1070
2020
Q4 		$1.56M Buy
14,258
+1,884
+15% +$187K ﹤0.01% 878
2020
Q3 		$1.08M Buy
12,374
+972
+9% +$81.5K ﹤0.01% 923
2020
Q2 		$871K Buy
11,402
+1,006
+10% +$69.1K ﹤0.01% 971
2020
Q1 		$609K Buy
+10,396
New +$701K ﹤0.01% 1007
2019
Q1 		– Sell
-11,514
Closed -$502K – 1325
2018
Q4 		$502K Buy
+11,514
New +$540K ﹤0.01% 988
2016
Q1 		– Sell
-30,000
Closed -$799K – 1271
2015
Q4 		$799K Hold
30,000
– – 0.01% 766
2015
Q3 		$748K Buy
+30,000
New +$763K 0.01% 801

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

Baird Financial Group's SMH Position: Q2 2026 in Review

Baird Financial Group increased its VanEck Semiconductor ETF (SMH) stake by 29% in Q2 2026, buying an estimated $7.51M and bringing the position to 61,203 shares worth $40.1M. The position accounts for 0.06% of the portfolio, ranked #217.

Baird Financial Group first reported a position in SMH in Q3 2015 and has held it in 25 quarters since. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Baird Financial Group held 61,203 shares of VanEck Semiconductor ETF worth $40.1M as of Q2 2026.
  • Baird Financial Group bought 13,770 VanEck Semiconductor ETF shares in Q2 2026, an estimated $7.51M.
  • VanEck Semiconductor ETF made up 0.06% of Baird Financial Group's portfolio in Q2 2026, its #217 holding.
  • Baird Financial Group first reported a position in VanEck Semiconductor ETF in Q3 2015 and has held it in 25 quarters since.
  • 1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.