BTG Pactual Asset Management US’s VanEck Semiconductor ETF SMH Stock Holding History

BTG Pactual Asset Management US’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	$2.06M	Buy	+3,144	New	+$1.72M	0.13%	134
2025 Q4	–	Sell	-1,001	Closed	-$351K	–	327
2025 Q3	$327K	Buy	1,001 +275	+38%	+$81.4K	0.02%	146
2025 Q2	$202K	Buy	+726	New	+$168K	0.02%	179
2024 Q4	–	Sell	-2,803	Closed	-$688K	–	334
2024 Q3	$688K	Buy	2,803 +1,363	+95%	+$331K	0.06%	170
2024 Q2	$375K	Buy	+1,440	New	+$338K	0.06%	119

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

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

BTG Pactual Asset Management US's SMH Position: Q2 2026 in Review

BTG Pactual Asset Management US opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2026: 3,144 shares worth $2.06M. The stake represents 0.13% of the portfolio and ranks #134 among its holdings. This is a return to the name: BTG Pactual Asset Management US previously reported a position in SMH as recently as Q3 2025.

BTG Pactual Asset Management US first reported a position in SMH in Q2 2024 and has held it in 5 quarters since. 1,561 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

BTG Pactual Asset Management US held 3,144 shares of VanEck Semiconductor ETF worth $2.06M as of Q2 2026.
VanEck Semiconductor ETF was a new BTG Pactual Asset Management US position in Q2 2026.
VanEck Semiconductor ETF made up 0.13% of BTG Pactual Asset Management US's portfolio in Q2 2026, its #134 holding.
BTG Pactual Asset Management US first reported a position in VanEck Semiconductor ETF in Q2 2024 and has held it in 5 quarters since.
1,561 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on BTG Pactual Asset Management US's 13F filing for Q2 2026, filed 14 Aug 2026.