Cornerstone Planning Group’s VanEck Semiconductor ETF SMH Stock Holding History

Cornerstone Planning 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	$3.52K	Sell	6 -2	-25%	-$1.09K	﹤0.01%	1180
2026 Q1	$4.18K	Buy	+8	New	+$3.18K	﹤0.01%	1131
2023 Q4	–	Sell	-30	Closed	-$4.35K	–	1016
2023 Q3	$4.35K	Hold	30	–	–	﹤0.01%	545
2023 Q2	$4.57K	Buy	+30	New	+$4.05K	﹤0.01%	922

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

Cornerstone Planning Group's SMH Position: Q2 2026 in Review

Cornerstone Planning Group reduced its VanEck Semiconductor ETF (SMH) stake by 25% in Q2 2026, selling an estimated $1.09K and leaving 6 shares worth $3.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Cornerstone Planning Group first reported a position in SMH in Q2 2023 and has held it in 4 quarters since. The position peaked at $4.57K in Q2 2023. 1,542 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Cornerstone Planning Group held 6 shares of VanEck Semiconductor ETF worth $3.52K as of Q2 2026.
Cornerstone Planning Group sold 2 VanEck Semiconductor ETF shares in Q2 2026, an estimated $1.09K.
VanEck Semiconductor ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1180 holding.
Cornerstone Planning Group first reported a position in VanEck Semiconductor ETF in Q2 2023 and has held it in 4 quarters since.
Cornerstone Planning Group's VanEck Semiconductor ETF position peaked at $4.57K in Q2 2023.
1,542 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.