Box Hill Private Wealth’s VanEck Semiconductor ETF SMH Stock Holding History

Box Hill Private Wealth’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 Q3	$2.39M	Sell	3,917 -181	-4%	-$104K	1.73%	14
2026 Q2	$2.69M	Sell	4,098 -470	-10%	-$256K	2.16%	12
2026 Q1	$1.75M	Buy	4,568 +581	+15%	+$231K	1.73%	16
2025 Q4	$1.44M	Buy	+3,987	New	+$1.4M	1.45%	20

Other funds holding SMH

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

Box Hill Private Wealth's SMH Position: Q3 2026 in Review

Box Hill Private Wealth reduced its VanEck Semiconductor ETF (SMH) stake by 4.4% in Q3 2026, selling an estimated $104K and leaving 3,917 shares worth $2.39M. The position accounts for 1.73% of the portfolio, ranked #14.

Box Hill Private Wealth first reported a position in SMH in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.69M in Q2 2026. 85 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

Box Hill Private Wealth held 3,917 shares of VanEck Semiconductor ETF worth $2.39M as of Q3 2026.
Box Hill Private Wealth sold 181 VanEck Semiconductor ETF shares in Q3 2026, an estimated $104K.
VanEck Semiconductor ETF made up 1.73% of Box Hill Private Wealth's portfolio in Q3 2026, its #14 holding.
Box Hill Private Wealth first reported a position in VanEck Semiconductor ETF in Q4 2025 and has held it in 4 quarters since.
Box Hill Private Wealth's VanEck Semiconductor ETF position peaked at $2.69M in Q2 2026.
85 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.