Birch Hill Investment Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Birch Hill 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	$586K	Sell	893 -400	-31%	-$218K	0.02%	142
2026 Q1	$496K	Hold	1,293	–	–	0.02%	148
2025 Q4	$466K	Hold	1,293	–	–	0.02%	151
2025 Q3	$422K	Hold	1,293	–	–	0.02%	157
2025 Q2	$361K	Hold	1,293	–	–	0.02%	159
2025 Q1	$274K	Hold	1,293	–	–	0.01%	166
2024 Q4	$313K	Hold	1,293	–	–	0.01%	159
2024 Q3	$317K	Sell	1,293 -55	-4%	-$13.4K	0.01%	153
2024 Q2	$352K	Buy	1,348 +68	+5%	+$15.9K	0.02%	143
2024 Q1	$288K	Hold	1,280	–	–	0.01%	151
2023 Q4	$224K	Buy	+1,280	New	+$200K	0.01%	152

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

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

Birch Hill Investment Advisors's SMH Position: Q2 2026 in Review

Birch Hill Investment Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 31% in Q2 2026, selling an estimated $218K and leaving 893 shares worth $586K. The position accounts for 0.02% of the portfolio, ranked #142.

Birch Hill Investment Advisors first reported a position in SMH in Q4 2023 and has held it in 11 quarters since. 1,560 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Birch Hill Investment Advisors held 893 shares of VanEck Semiconductor ETF worth $586K as of Q2 2026.
Birch Hill Investment Advisors sold 400 VanEck Semiconductor ETF shares in Q2 2026, an estimated $218K.
VanEck Semiconductor ETF made up 0.02% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #142 holding.
Birch Hill Investment Advisors first reported a position in VanEck Semiconductor ETF in Q4 2023 and has held it in 11 quarters since.
1,560 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.