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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Blue Fin Capital's SMH Position: Q1 2026 in Review

Blue Fin Capital increased its VanEck Semiconductor ETF (SMH) stake by 441% in Q1 2026, buying an estimated $1.18M and bringing the position to 3,651 shares worth $1.4M. The position accounts for 0.23% of the portfolio, ranked #67.

Blue Fin Capital first reported a position in SMH in Q4 2024 and has held it in 4 quarters since. 1,297 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Blue Fin Capital held 3,651 shares of VanEck Semiconductor ETF worth $1.4M as of Q1 2026.
Blue Fin Capital bought 2,976 VanEck Semiconductor ETF shares in Q1 2026, an estimated $1.18M.
VanEck Semiconductor ETF made up 0.23% of Blue Fin Capital's portfolio in Q1 2026, its #67 holding.
Blue Fin Capital first reported a position in VanEck Semiconductor ETF in Q4 2024 and has held it in 4 quarters since.
1,297 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Blue Fin Capital's 13F filing for Q1 2026, filed 28 May 2026.