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Clark Capital Management Group’s VanEck Semiconductor ETF SMH Stock Holding History

Clark Capital Management 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 		$1.15M Sell
1,758
-307
-15% -$168K 0.01% 325
2026
Q1 		$792K Buy
2,065
+157
+8% +$62.3K ﹤0.01% 327
2025
Q4 		$687K Buy
1,908
+18
+1% +$6.32K ﹤0.01% 337
2025
Q3 		$617K Buy
1,890
+690
+58% +$204K ﹤0.01% 326
2025
Q2 		$335K Sell
1,200
-791
-40% -$183K ﹤0.01% 364
2025
Q1 		$421K Buy
1,991
+890
+81% +$213K ﹤0.01% 353
2024
Q4 		$267K Buy
1,101
+48
+5% +$11.9K ﹤0.01% 385
2024
Q3 		$258K Hold
1,053
– – ﹤0.01% 378
2024
Q2 		$275K Buy
1,053
+53
+5% +$12.4K ﹤0.01% 357
2024
Q1 		$225K Buy
+1,000
New +$201K ﹤0.01% 376

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

Clark Capital Management Group's SMH Position: Q2 2026 in Review

Clark Capital Management Group reduced its VanEck Semiconductor ETF (SMH) stake by 15% in Q2 2026, selling an estimated $168K and leaving 1,758 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #325.

Clark Capital Management Group first reported a position in SMH in Q1 2024 and has held it in 10 quarters since. 1,560 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Clark Capital Management Group held 1,758 shares of VanEck Semiconductor ETF worth $1.15M as of Q2 2026.
  • Clark Capital Management Group sold 307 VanEck Semiconductor ETF shares in Q2 2026, an estimated $168K.
  • VanEck Semiconductor ETF made up 0.01% of Clark Capital Management Group's portfolio in Q2 2026, its #325 holding.
  • Clark Capital Management Group first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,560 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.