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 Q2	$6.56K	Hold	10	–	–	﹤0.01%	478
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

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

Cherry Tree Wealth Management's SMH Position: Q2 2026 in Review

Cherry Tree Wealth Management held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 10 shares worth $6.56K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Cherry Tree Wealth Management first reported a position in SMH in Q2 2023 and has held it in 13 quarters since. The position peaked at $94.5K in Q1 2024. 1,560 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Cherry Tree Wealth Management held 10 shares of VanEck Semiconductor ETF worth $6.56K as of Q2 2026.
Cherry Tree Wealth Management left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
VanEck Semiconductor ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #478 holding.
Cherry Tree Wealth Management first reported a position in VanEck Semiconductor ETF in Q2 2023 and has held it in 13 quarters since.
Cherry Tree Wealth Management's VanEck Semiconductor ETF position peaked at $94.5K in Q1 2024.
1,560 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.