Blue Fin Capital’s VanEck Semiconductor ETF SMH Stock Holding History

Blue Fin Capital’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	$2.48M	Buy	3,786 +135	+4%	+$73.7K	0.36%	50
2026 Q1	$1.4M	Buy	3,651 +2,976	+441%	+$1.18M	0.23%	67
2025 Q4	$243K	Hold	675	–	–	0.04%	144
2025 Q3	$220K	Buy	+675	New	+$200K	0.03%	142
2025 Q1	–	Sell	-831	Closed	-$201K	–	140
2024 Q4	$201K	Buy	+831	New	+$206K	0.04%	137

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 Fin Capital's SMH Position: Q2 2026 in Review

Blue Fin Capital increased its VanEck Semiconductor ETF (SMH) stake by 3.7% in Q2 2026, buying an estimated $73.7K and bringing the position to 3,786 shares worth $2.48M. The position accounts for 0.36% of the portfolio, ranked #50.

Blue Fin Capital first reported a position in SMH in Q4 2024 and has held it in 5 quarters since. 1,556 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Blue Fin Capital held 3,786 shares of VanEck Semiconductor ETF worth $2.48M as of Q2 2026.
Blue Fin Capital bought 135 VanEck Semiconductor ETF shares in Q2 2026, an estimated $73.7K.
VanEck Semiconductor ETF made up 0.36% of Blue Fin Capital's portfolio in Q2 2026, its #50 holding.
Blue Fin Capital first reported a position in VanEck Semiconductor ETF in Q4 2024 and has held it in 5 quarters since.
1,556 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.