Cherry Tree Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Cherry Tree Wealth Management’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 Q1	$3.83K	Hold	10	–	–	﹤0.01%	501
2025 Q4	$3.6K	Hold	10	–	–	﹤0.01%	504
2025 Q3	$3.26K	Hold	10	–	–	﹤0.01%	495
2025 Q2	$2.79K	Hold	10	–	–	﹤0.01%	515
2025 Q1	$2.12K	Hold	10	–	–	﹤0.01%	624
2024 Q4	$2.42K	Hold	10	–	–	﹤0.01%	528
2024 Q3	$2.46K	Hold	10	–	–	﹤0.01%	521
2024 Q2	$2.61K	Sell	10 -410	-98%	-$96.1K	﹤0.01%	500
2024 Q1	$94.5K	Buy	420 +410	+4,100%	+$82.4K	0.02%	214
2023 Q4	$1.75K	Hold	10	–	–	﹤0.01%	516
2023 Q3	$1.45K	Sell	10 -20	-67%	-$3.03K	﹤0.01%	506
2023 Q2	$4.57K	Buy	+30	New	+$4.05K	﹤0.01%	412

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Cherry Tree Wealth Management's SMH Position: Q1 2026 in Review

Cherry Tree Wealth Management held its VanEck Semiconductor ETF (SMH) position steady in Q1 2026 at 10 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Cherry Tree Wealth Management first reported a position in SMH in Q2 2023 and has held it in 12 quarters since. The position peaked at $94.5K in Q1 2024. 1,302 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Cherry Tree Wealth Management held 10 shares of VanEck Semiconductor ETF worth $3.83K as of Q1 2026.
Cherry Tree Wealth Management left its VanEck Semiconductor ETF share count unchanged in Q1 2026.
VanEck Semiconductor ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #501 holding.
Cherry Tree Wealth Management first reported a position in VanEck Semiconductor ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's VanEck Semiconductor ETF position peaked at $94.5K in Q1 2024.
1,302 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.