Belpointe Asset Management’s VanEck Semiconductor ETF SMH Stock Holding History

Belpointe Asset Management’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	$9.02M	Buy	13,756 +386	+3%	+$211K	0.29%	62
2026 Q1	$5.13M	Sell	13,370 -6,443	-33%	-$2.56M	0.19%	96
2025 Q4	$7.14M	Buy	19,813 +5,961	+43%	+$2.09M	0.26%	69
2025 Q3	$4.52M	Buy	13,852 +3,826	+38%	+$1.13M	0.17%	101
2025 Q2	$2.8M	Buy	10,026 +858	+9%	+$199K	0.12%	154
2025 Q1	$1.94M	Buy	9,168 +1,444	+19%	+$346K	0.1%	187
2024 Q4	$1.88M	Buy	7,724 +176	+2%	+$43.7K	0.11%	181
2024 Q3	$1.85M	Sell	7,548 -7,293	-49%	-$1.77M	0.11%	185
2024 Q2	$3.87M	Buy	14,841 +9,475	+177%	+$2.22M	0.27%	66
2024 Q1	$1.21M	Buy	+5,366	New	+$1.08M	0.09%	220
2023 Q2	–	Sell	-4,500	Closed	-$592K	–	2936
2023 Q1	$592K	Sell	4,500 -926	-17%	-$111K	0.03%	494
2022 Q4	$551K	Buy	5,426 +608	+13%	+$61.8K	0.03%	495
2022 Q3	$446K	Sell	4,818 -338	-7%	-$36.8K	0.03%	545
2022 Q2	$525K	Sell	5,156 -862	-14%	-$100K	0.04%	466
2022 Q1	$812K	Buy	6,018 +328	+6%	+$44.9K	0.05%	389
2021 Q4	$879K	Buy	5,690 +886	+18%	+$128K	0.05%	351
2021 Q3	$615K	Buy	4,804 +1,460	+44%	+$192K	0.04%	445
2021 Q2	$439K	Buy	3,344 +1,582	+90%	+$195K	0.03%	539
2021 Q1	$215K	Sell	1,762 -7,010	-80%	-$830K	0.02%	723
2020 Q4	$958K	Buy	+8,772	New	+$870K	0.09%	259

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

Belpointe Asset Management's SMH Position: Q2 2026 in Review

Belpointe Asset Management increased its VanEck Semiconductor ETF (SMH) stake by 2.9% in Q2 2026, buying an estimated $211K and bringing the position to 13,756 shares worth $9.02M. The position accounts for 0.29% of the portfolio, ranked #62.

Belpointe Asset Management first reported a position in SMH in Q4 2020 and has held it in 20 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Belpointe Asset Management held 13,756 shares of VanEck Semiconductor ETF worth $9.02M as of Q2 2026.
Belpointe Asset Management bought 386 VanEck Semiconductor ETF shares in Q2 2026, an estimated $211K.
VanEck Semiconductor ETF made up 0.29% of Belpointe Asset Management's portfolio in Q2 2026, its #62 holding.
Belpointe Asset Management first reported a position in VanEck Semiconductor ETF in Q4 2020 and has held it in 20 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.