Cary Street Partners’s VanEck Semiconductor ETF SMH Stock Holding History

Cary Street Partners’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	Buy	1,624 +40	+3%	+$21.8K	0.02%	487
2026 Q1	$607K	Sell	1,584 -127	-7%	-$50.4K	0.02%	549
2025 Q4	$616K	Sell	1,711 -157	-8%	-$55.1K	0.02%	551
2025 Q3	$610K	Buy	1,868 +203	+12%	+$60.1K	0.02%	529
2025 Q2	$464K	Sell	1,665 -466	-22%	-$108K	0.01%	567
2025 Q1	$451K	Buy	2,131 +88	+4%	+$21.1K	0.01%	565
2024 Q4	$495K	Buy	+2,043	New	+$507K	0.02%	511

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

Cary Street Partners's SMH Position: Q2 2026 in Review

Cary Street Partners increased its VanEck Semiconductor ETF (SMH) stake by 2.5% in Q2 2026, buying an estimated $21.8K and bringing the position to 1,624 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #487.

Cary Street Partners first reported a position in SMH in Q4 2024 and has held it in 7 quarters since. 1,545 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Cary Street Partners held 1,624 shares of VanEck Semiconductor ETF worth $1.07M as of Q2 2026.
Cary Street Partners bought 40 VanEck Semiconductor ETF shares in Q2 2026, an estimated $21.8K.
VanEck Semiconductor ETF made up 0.02% of Cary Street Partners's portfolio in Q2 2026, its #487 holding.
Cary Street Partners first reported a position in VanEck Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
1,545 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.