Bawa N Mallick Trust’s VanEck Semiconductor ETF SMH Stock Holding History

Bawa N Mallick Trust’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	$2.44M	Buy	3,718 +1,218	+49%	+$665K	0.79%	28
2026 Q1	$959K	Sell	2,500 -1,218	-33%	-$484K	0.39%	41
2025 Q4	$1.34M	Buy	3,718 +4	+0.1%	+$1.4K	0.5%	37
2025 Q3	$1.21M	Hold	3,714	–	–	0.46%	37
2025 Q2	$1.04M	Hold	3,714	–	–	0.43%	38
2025 Q1	$785K	Hold	3,714	–	–	0.37%	42
2024 Q4	$899K	Buy	+3,714	New	+$921K	0.39%	40

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

Bawa N Mallick Trust's SMH Position: Q2 2026 in Review

Bawa N Mallick Trust increased its VanEck Semiconductor ETF (SMH) stake by 49% in Q2 2026, buying an estimated $665K and bringing the position to 3,718 shares worth $2.44M. The position accounts for 0.79% of the portfolio, ranked #28.

Bawa N Mallick Trust first reported a position in SMH in Q4 2024 and has held it in 7 quarters since. 1,542 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Bawa N Mallick Trust held 3,718 shares of VanEck Semiconductor ETF worth $2.44M as of Q2 2026.
Bawa N Mallick Trust bought 1,218 VanEck Semiconductor ETF shares in Q2 2026, an estimated $665K.
VanEck Semiconductor ETF made up 0.79% of Bawa N Mallick Trust's portfolio in Q2 2026, its #28 holding.
Bawa N Mallick Trust first reported a position in VanEck Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
1,542 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.