Corient Private Wealth’s VanEck Semiconductor ETF SMH Stock Holding History

Corient Private Wealth’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	$4.85M	Buy	7,393 +875	+13%	+$477K	0.01%	921
2026 Q1	$2.01M	Sell	6,518 -259	-4%	-$103K	﹤0.01%	1263
2025 Q4	$2.44M	Buy	6,777 +953	+16%	+$334K	﹤0.01%	1049
2025 Q3	$1.9M	Buy	5,824 +915	+19%	+$271K	﹤0.01%	1085
2025 Q2	$1.37M	Sell	4,909 -117	-2%	-$27.1K	﹤0.01%	1214
2025 Q1	$1.06M	Sell	5,026 -1,647	-25%	-$395K	﹤0.01%	1250
2024 Q4	$1.31M	Buy	6,673 +104	+2%	+$25.8K	﹤0.01%	1188
2024 Q3	$1.61M	Buy	6,569 +2,225	+51%	+$541K	﹤0.01%	1198
2024 Q2	$1.13M	Buy	4,344 +1,239	+40%	+$291K	﹤0.01%	1278
2024 Q1	$699K	Buy	+3,105	New	+$624K	﹤0.01%	1465
2023 Q4	–	Sell	-2,420	Closed	-$351K	–	2339
2023 Q3	$351K	Buy	+2,420	New	+$367K	﹤0.01%	1673

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

Corient Private Wealth's SMH Position: Q2 2026 in Review

Corient Private Wealth increased its VanEck Semiconductor ETF (SMH) stake by 13% in Q2 2026, buying an estimated $477K and bringing the position to 7,393 shares worth $4.85M. The position accounts for 0.01% of the portfolio, ranked #921.

Corient Private Wealth first reported a position in SMH in Q3 2023 and has held it in 11 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Corient Private Wealth held 7,393 shares of VanEck Semiconductor ETF worth $4.85M as of Q2 2026.
Corient Private Wealth bought 875 VanEck Semiconductor ETF shares in Q2 2026, an estimated $477K.
VanEck Semiconductor ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #921 holding.
Corient Private Wealth first reported a position in VanEck Semiconductor ETF in Q3 2023 and has held it in 11 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.