Berkshire Capital Holdings’s VanEck Semiconductor ETF SMH Stock Holding History

Berkshire Capital Holdings’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	$6.56K	Hold	10	–	–	﹤0.01%	37
2026 Q1	$3.83K	Hold	10	–	–	﹤0.01%	40
2025 Q4	$3.6K	Hold	10	–	–	﹤0.01%	38
2025 Q3	$3.26K	Hold	10	–	–	﹤0.01%	41
2025 Q2	$2.79K	Hold	10	–	–	﹤0.01%	50
2025 Q1	$2.12K	Hold	10	–	–	﹤0.01%	43
2024 Q4	$2.42K	Hold	10	–	–	﹤0.01%	47
2024 Q3	$2.46K	Hold	10	–	–	﹤0.01%	44
2024 Q2	$2.61K	Hold	10	–	–	﹤0.01%	42
2024 Q1	$2.25K	Hold	10	–	–	﹤0.01%	41
2023 Q4	$1.75K	Sell	10 -10	-50%	-$1.56K	﹤0.01%	46
2023 Q3	$2.9K	Hold	20	–	–	﹤0.01%	34
2023 Q2	$3.04K	Hold	20	–	–	﹤0.01%	34
2023 Q1	$2.63K	Hold	20	–	–	﹤0.01%	34
2022 Q4	$2.03K	Hold	20	–	–	﹤0.01%	36
2022 Q3	$2K	Hold	20	–	–	﹤0.01%	42
2022 Q2	$2K	Hold	20	–	–	﹤0.01%	40
2022 Q1	$3K	Hold	20	–	–	﹤0.01%	41
2021 Q4	$3K	Hold	20	–	–	﹤0.01%	42
2021 Q3	$3K	Hold	20	–	–	﹤0.01%	42
2021 Q2	$3K	Sell	20 -71,740	-100%	-$8.86M	﹤0.01%	48
2021 Q1	$8.74M	Buy	71,760 +71,740	+358,700%	+$8.5M	1%	30
2020 Q4	$2K	Hold	20	–	–	﹤0.01%	54
2020 Q3	$2K	Sell	20 -289,000	-100%	-$24.2M	﹤0.01%	48
2020 Q2	$22.1M	Buy	289,020 +289,000	+1,445,000%	+$19.9M	4.01%	8
2020 Q1	$1K	Hold	20	–	–	﹤0.01%	38
2019 Q4	$1K	Hold	20	–	–	﹤0.01%	42
2019 Q3	$1.19K	Sell	20 -112,400	-100%	-$6.5M	﹤0.01%	32
2019 Q2	$6.19M	Buy	+112,420	New	+$6.12M	2.11%	22

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

Berkshire Capital Holdings's SMH Position: Q2 2026 in Review

Berkshire Capital Holdings held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 10 shares worth $6.56K. The position accounts for ﹤0.01% of the portfolio, ranked #37.

Berkshire Capital Holdings first reported a position in SMH in Q2 2019 and has held it in 29 quarters since. The position peaked at $22.1M in Q2 2020. 1,558 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Berkshire Capital Holdings held 10 shares of VanEck Semiconductor ETF worth $6.56K as of Q2 2026.
Berkshire Capital Holdings left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
VanEck Semiconductor ETF made up ﹤0.01% of Berkshire Capital Holdings's portfolio in Q2 2026, its #37 holding.
Berkshire Capital Holdings first reported a position in VanEck Semiconductor ETF in Q2 2019 and has held it in 29 quarters since.
Berkshire Capital Holdings's VanEck Semiconductor ETF position peaked at $22.1M in Q2 2020.
1,558 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Berkshire Capital Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.