Capstone Investment Advisors
SMH icon

Capstone Investment Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Capstone Investment Advisors’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 		$29.8M Buy
45,500
+39,700
+684% +$21.7M 0.06% 161
2026
Q1 		$2.22M Sell
5,800
-27,100
-82% -$10.8M ﹤0.01% 618
2025
Q4 		$11.8M Sell
32,900
-50,700
-61% -$17.8M 0.02% 244
2025
Q3 		$27.3M Buy
83,600
+74,700
+839% +$22.1M 0.05% 161
2025
Q2 		$2.48M Sell
8,900
-169,500
-95% -$39.3M 0.01% 576
2025
Q1 		$37.7M Buy
+178,400
New +$42.8M 0.1% 98
2024
Q2 		– Sell
-50,000
Closed -$11.2M – 2438
2024
Q1 		$11.2M Buy
+50,000
New +$10.1M 0.04% 254
2023
Q4 		– Sell
-6,000
Closed -$870K – 2377
2023
Q3 		$870K Buy
6,000
+900
+18% +$136K ﹤0.01% 1039
2023
Q2 		$776K Buy
+5,100
New +$689K ﹤0.01% 963
2022
Q3 		– Sell
-12,400
Closed -$1.26M – 1751
2022
Q2 		$1.26M Hold
12,400
– – 0.01% 931
2022
Q1 		$1.67M Buy
12,400
+12,000
+3,000% +$1.64M ﹤0.01% 1138
2021
Q4 		$62K Sell
400
-5,000
-93% -$723K ﹤0.01% 1657
2021
Q3 		$692K Sell
5,400
-2,000
-27% -$263K ﹤0.01% 1504
2021
Q2 		$970K Sell
7,400
-22,600
-75% -$2.79M ﹤0.01% 1232
2021
Q1 		$3.65M Buy
+30,000
New +$3.55M 0.01% 737
2020
Q1 		– Sell
-615,000
Closed -$43.5M – 1372
2019
Q4 		$43.5M Buy
615,000
+390,200
+174% +$25.5M 0.23% 95
2019
Q3 		$13.4M Sell
224,800
-1,122,800
-83% -$65M 0.09% 225
2019
Q2 		$74.2M Buy
1,347,600
+1,101,000
+446% +$59.9M 0.54% 32
2019
Q1 		$13.1M Buy
+246,600
New +$12.2M 0.12% 171

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
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

Capstone Investment Advisors's SMH Position: Q2 2026 in Review

Capstone Investment Advisors sold out of VanEck Semiconductor ETF (SMH) in Q2 2026, closing a stake of 4,880 shares — an estimated $2.66M sold.

Capstone Investment Advisors first reported a position in SMH in Q3 2017 and held it in 20 quarters. The position peaked at $8.36M in Q1 2021. 1,558 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Capstone Investment Advisors reported no remaining VanEck Semiconductor ETF position as of Q2 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 4,880 VanEck Semiconductor ETF shares in Q2 2026, an estimated $2.66M.
  • Capstone Investment Advisors first reported a position in VanEck Semiconductor ETF in Q3 2017 and held it in 20 quarters.
  • Capstone Investment Advisors's VanEck Semiconductor ETF position peaked at $8.36M in Q1 2021.
  • 1,558 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.