Cascade Investment Group’s VanEck Semiconductor ETF SMH Stock Holding History

Cascade Investment Group’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	$807K	Buy	1,230 +59	+5%	+$32.2K	0.45%	60
2026 Q1	$449K	Hold	1,171	–	–	0.3%	83
2025 Q4	$422K	Buy	1,171 +35	+3%	+$12.3K	0.28%	86
2025 Q3	$371K	Buy	1,136 +10	+0.9%	+$2.96K	0.25%	94
2025 Q2	$314K	Sell	1,126 -16	-1%	-$3.71K	0.22%	101
2025 Q1	$241K	Sell	1,142 -444	-28%	-$106K	0.19%	114
2024 Q4	$384K	Buy	1,586 +104	+7%	+$25.8K	0.27%	80
2024 Q3	$364K	Buy	1,482 +158	+12%	+$38.4K	0.27%	82
2024 Q2	$345K	Buy	1,324 +56	+4%	+$13.1K	0.27%	82
2024 Q1	$285K	Buy	+1,268	New	+$255K	0.21%	108

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

Cascade Investment Group's SMH Position: Q2 2026 in Review

Cascade Investment Group increased its VanEck Semiconductor ETF (SMH) stake by 5% in Q2 2026, buying an estimated $32.2K and bringing the position to 1,230 shares worth $807K. The position accounts for 0.45% of the portfolio, ranked #60.

Cascade Investment Group first reported a position in SMH in Q1 2024 and has held it in 10 quarters since. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Cascade Investment Group held 1,230 shares of VanEck Semiconductor ETF worth $807K as of Q2 2026.
Cascade Investment Group bought 59 VanEck Semiconductor ETF shares in Q2 2026, an estimated $32.2K.
VanEck Semiconductor ETF made up 0.45% of Cascade Investment Group's portfolio in Q2 2026, its #60 holding.
Cascade Investment Group first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 10 quarters since.
1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.