Concord Wealth Partners’s VanEck Semiconductor ETF SMH Stock Holding History
Bought
Maintained
Sold
Other funds holding SMH
JRP
Concord Wealth Partners's SMH Position: Q2 2026 in Review
Concord Wealth Partners reduced its VanEck Semiconductor ETF (SMH) stake by 30% in Q2 2026, selling an estimated $1.19M and leaving 5,061 shares worth $3.32M. The position accounts for 0.38% of the portfolio, ranked #65.
Concord Wealth Partners first reported a position in SMH in Q4 2022 and has held it in 9 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.
- Concord Wealth Partners held 5,061 shares of VanEck Semiconductor ETF worth $3.32M as of Q2 2026.
- Concord Wealth Partners sold 2,183 VanEck Semiconductor ETF shares in Q2 2026, an estimated $1.19M.
- VanEck Semiconductor ETF made up 0.38% of Concord Wealth Partners's portfolio in Q2 2026, its #65 holding.
- Concord Wealth Partners first reported a position in VanEck Semiconductor ETF in Q4 2022 and has held it in 9 quarters since.
- 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.
Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.