Blue Bell Private Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Blue Bell Private Wealth 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	$582K	Hold	887	–	–	0.07%	168
2026 Q1	$340K	Hold	887	–	–	0.05%	215
2025 Q4	$319K	Hold	887	–	–	0.05%	209
2025 Q3	$289K	Hold	887	–	–	0.04%	212
2025 Q2	$247K	Hold	887	–	–	0.04%	211
2025 Q1	$188K	Hold	887	–	–	0.04%	226
2024 Q4	$215K	Hold	887	–	–	0.04%	202
2024 Q3	$218K	Hold	887	–	–	0.04%	206
2024 Q2	$231K	Hold	887	–	–	0.05%	183
2024 Q1	$200K	Buy	887 +250	+39%	+$50.3K	0.04%	188
2023 Q4	$111K	Buy	637 +377	+145%	+$59K	0.03%	229
2023 Q3	$37.7K	Hold	260	–	–	0.01%	291
2023 Q2	$39.6K	Hold	260	–	–	0.01%	284
2023 Q1	$34.2K	Hold	260	–	–	0.01%	262
2022 Q4	$26.4K	Sell	260 -90	-26%	-$9.15K	0.01%	283
2022 Q3	$32K	Buy	350 +90	+35%	+$9.81K	0.01%	251
2022 Q2	$26K	Buy	260 +20	+8%	+$2.32K	0.01%	282
2022 Q1	$32K	Hold	240	–	–	0.01%	265
2021 Q4	$37K	Hold	240	–	–	0.01%	235
2021 Q3	$31K	Hold	240	–	–	0.01%	118
2021 Q2	$31K	Hold	240	–	–	0.01%	122
2021 Q1	$29K	Hold	240	–	–	0.01%	123
2020 Q4	$30K	Buy	240 +50	+26%	+$4.96K	0.01%	116
2020 Q3	$17K	Hold	190	–	–	0.01%	128
2020 Q2	$10K	Hold	190	–	–	﹤0.01%	167
2020 Q1	$11K	Buy	+190	New	+$12.8K	0.01%	144

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

Blue Bell Private Wealth Management's SMH Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 887 shares worth $582K. The position accounts for 0.07% of the portfolio, ranked #168.

Blue Bell Private Wealth Management first reported a position in SMH in Q1 2020 and has held it in 26 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Blue Bell Private Wealth Management held 887 shares of VanEck Semiconductor ETF worth $582K as of Q2 2026.
Blue Bell Private Wealth Management left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
VanEck Semiconductor ETF made up 0.07% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #168 holding.
Blue Bell Private Wealth Management first reported a position in VanEck Semiconductor ETF in Q1 2020 and has held it in 26 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.