Concurrent Investment Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Concurrent Investment Advisors’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	$55.8M	Sell	85,048 -3,640	-4%	-$1.99M	0.47%	31
2026 Q1	$34M	Sell	88,688 -6,524	-7%	-$2.59M	0.37%	47
2025 Q4	$34.3M	Buy	95,212 +51,524	+118%	+$18.1M	0.39%	49
2025 Q3	$14.3M	Sell	43,688 -7,322	-14%	-$2.17M	0.24%	85
2025 Q2	$14.2M	Sell	51,010 -857	-2%	-$199K	0.28%	82
2025 Q1	$11M	Sell	51,867 -2,015	-4%	-$483K	0.27%	88
2024 Q4	$13M	Buy	53,882 +3,272	+6%	+$812K	0.35%	63
2024 Q3	$12.4M	Buy	50,610 +14,026	+38%	+$3.41M	0.37%	60
2024 Q2	$9.54M	Buy	36,584 +12,463	+52%	+$2.92M	0.31%	75
2024 Q1	$5.43M	Buy	24,121 +920	+4%	+$185K	0.22%	106
2023 Q4	$4.06M	Buy	+23,201	New	+$3.63M	0.19%	130

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

Concurrent Investment Advisors's SMH Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 4.1% in Q2 2026, selling an estimated $1.99M and leaving 85,048 shares worth $55.8M. The position accounts for 0.47% of the portfolio, ranked #31.

Concurrent Investment Advisors first reported a position in SMH in Q4 2023 and has held it in 11 quarters since. 1,560 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Concurrent Investment Advisors held 85,048 shares of VanEck Semiconductor ETF worth $55.8M as of Q2 2026.
Concurrent Investment Advisors sold 3,640 VanEck Semiconductor ETF shares in Q2 2026, an estimated $1.99M.
VanEck Semiconductor ETF made up 0.47% of Concurrent Investment Advisors's portfolio in Q2 2026, its #31 holding.
Concurrent Investment Advisors first reported a position in VanEck Semiconductor ETF in Q4 2023 and has held it in 11 quarters since.
1,560 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.