Bell Investment Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Bell Investment 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
2026 Q2	$665K	Sell	1,014 -30	-3%	-$16.4K	0.1%	71
2026 Q1	$400K	Sell	1,044 -57	-5%	-$22.6K	0.06%	90
2025 Q4	$397K	Sell	1,101 -32	-3%	-$11.2K	0.06%	88
2025 Q3	$370K	Sell	1,133 -90	-7%	-$26.6K	0.06%	90
2025 Q2	$341K	Hold	1,223	–	–	0.06%	92
2025 Q1	$259K	Hold	1,223	–	–	0.05%	95
2024 Q4	$296K	Buy	1,223 +1	+0.1%	+$248	0.06%	89
2024 Q3	$300K	Hold	1,222	–	–	0.06%	88
2024 Q2	$319K	Sell	1,222 -11	-0.9%	-$2.58K	0.06%	83
2024 Q1	$277K	Sell	1,233 -125	-9%	-$25.1K	0.05%	85
2023 Q4	$237K	Buy	1,358 +1	+0.1%	+$157	0.05%	89
2023 Q3	$197K	Hold	1,357	–	–	0.04%	91
2023 Q2	$207K	Sell	1,357 -3	-0.2%	-$405	0.05%	82
2023 Q1	$179K	Sell	1,360 -250	-16%	-$30K	0.04%	83
2022 Q4	$163K	Buy	1,610 +2	+0.1%	+$203	0.04%	84
2022 Q3	$149K	Hold	1,608	–	–	0.05%	70
2022 Q2	$164K	Buy	+1,608	New	+$187K	0.05%	71
2021 Q4	$324K	Sell	2,100 -14	-0.7%	-$2.02K	0.09%	62
2021 Q3	$271K	Buy	+2,114	New	+$278K	0.08%	61

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

Bell Investment Advisors's SMH Position: Q2 2026 in Review

Bell Investment Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 2.9% in Q2 2026, selling an estimated $16.4K and leaving 1,014 shares worth $665K. The position accounts for 0.1% of the portfolio, ranked #71.

Bell Investment Advisors first reported a position in SMH in Q3 2021 and has held it in 19 quarters since. 1,545 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Bell Investment Advisors held 1,014 shares of VanEck Semiconductor ETF worth $665K as of Q2 2026.
Bell Investment Advisors sold 30 VanEck Semiconductor ETF shares in Q2 2026, an estimated $16.4K.
VanEck Semiconductor ETF made up 0.1% of Bell Investment Advisors's portfolio in Q2 2026, its #71 holding.
Bell Investment Advisors first reported a position in VanEck Semiconductor ETF in Q3 2021 and has held it in 19 quarters since.
1,545 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.