Brown Brothers Harriman & Co’s VanEck Semiconductor ETF SMH Stock Holding History

Brown Brothers Harriman & Co’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	$1.07M	Sell	1,627 -80	-5%	-$43.6K	﹤0.01%	485
2026 Q1	$654K	Sell	1,707 -810	-32%	-$322K	﹤0.01%	524
2025 Q4	$906K	Hold	2,517	–	–	﹤0.01%	392
2025 Q3	$821K	Sell	2,517 -21	-0.8%	-$6.22K	0.01%	385
2025 Q2	$708K	Sell	2,538 -55	-2%	-$12.8K	﹤0.01%	389
2025 Q1	$548K	Sell	2,593 -144	-5%	-$34.5K	﹤0.01%	388
2024 Q4	$663K	Buy	2,737 +254	+10%	+$63K	﹤0.01%	362
2024 Q3	$609K	Sell	2,483 -405	-14%	-$98.5K	﹤0.01%	374
2024 Q2	$753K	Hold	2,888	–	–	0.01%	322
2024 Q1	$650K	Buy	2,888 +1,981	+218%	+$398K	0.01%	328
2023 Q4	$159K	Hold	907	–	–	﹤0.01%	536
2023 Q3	$131K	Buy	907 +781	+620%	+$118K	﹤0.01%	552
2023 Q2	$19.2K	Hold	126	–	–	﹤0.01%	871
2023 Q1	$16.6K	Buy	+126	New	+$15.1K	﹤0.01%	922

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

Brown Brothers Harriman & Co's SMH Position: Q2 2026 in Review

Brown Brothers Harriman & Co reduced its VanEck Semiconductor ETF (SMH) stake by 4.7% in Q2 2026, selling an estimated $43.6K and leaving 1,627 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Brown Brothers Harriman & Co first reported a position in SMH in Q1 2023 and has held it in 14 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Brown Brothers Harriman & Co held 1,627 shares of VanEck Semiconductor ETF worth $1.07M as of Q2 2026.
Brown Brothers Harriman & Co sold 80 VanEck Semiconductor ETF shares in Q2 2026, an estimated $43.6K.
VanEck Semiconductor ETF made up ﹤0.01% of Brown Brothers Harriman & Co's portfolio in Q2 2026, its #485 holding.
Brown Brothers Harriman & Co first reported a position in VanEck Semiconductor ETF in Q1 2023 and has held it in 14 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.