Cornerstone Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Cornerstone Wealth Management’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	$18M	Buy	27,370 +657	+2%	+$358K	0.77%	25
2026 Q1	$10.2M	Buy	26,713 +1,383	+5%	+$549K	0.51%	48
2025 Q4	$9.12M	Buy	25,330 +2,641	+12%	+$927K	0.47%	50
2025 Q3	$7.4M	Buy	22,689 +1,917	+9%	+$568K	0.41%	62
2025 Q2	$5.79M	Buy	20,772 +2,195	+12%	+$509K	0.35%	67
2025 Q1	$3.93M	Buy	18,577 +3,753	+25%	+$900K	0.27%	90
2024 Q4	$3.59M	Buy	14,824 +621	+4%	+$154K	0.24%	95
2024 Q3	$3.49M	Buy	14,203 +1,435	+11%	+$349K	0.25%	93
2024 Q2	$3.33M	Buy	12,768 +828	+7%	+$194K	0.26%	92
2024 Q1	$2.69M	Buy	11,940 +1,056	+10%	+$212K	0.22%	103
2023 Q4	$1.9M	Buy	10,884 +336	+3%	+$52.6K	0.16%	128
2023 Q3	$1.53M	Buy	10,548 +130	+1%	+$19.7K	0.14%	144
2023 Q2	$1.59M	Buy	10,418 +302	+3%	+$40.8K	0.14%	142
2023 Q1	$1.33M	Buy	+10,116	New	+$1.21M	0.13%	144
2022 Q3	$645K	Buy	6,964 +604	+9%	+$65.8K	0.07%	212
2022 Q2	$648K	Buy	6,360 +1,002	+19%	+$116K	0.07%	220
2022 Q1	$723K	Buy	5,358 +1,244	+30%	+$170K	0.07%	217
2021 Q4	$636K	Buy	4,114 +440	+12%	+$63.6K	0.06%	246
2021 Q3	$471K	Buy	3,674 +742	+25%	+$97.7K	0.05%	280
2021 Q2	$384K	Buy	+2,932	New	+$362K	0.04%	328
2018 Q4	–	Sell	-51,602	Closed	-$270K	–	1019
2018 Q3	$270K	Sell	51,602 -359,238	-87%	-$19.1M	﹤0.01%	1104
2018 Q2	$2M	Buy	+410,840	New	+$21.5M	0.02%	546

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 Wealth Management's SMH Position: Q2 2026 in Review

Cornerstone Wealth Management increased its VanEck Semiconductor ETF (SMH) stake by 2.5% in Q2 2026, buying an estimated $358K and bringing the position to 27,370 shares worth $18M. The position accounts for 0.77% of the portfolio, ranked #25.

Cornerstone Wealth Management first reported a position in SMH in Q2 2018 and has held it in 22 quarters since. 1,542 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Cornerstone Wealth Management held 27,370 shares of VanEck Semiconductor ETF worth $18M as of Q2 2026.
Cornerstone Wealth Management bought 657 VanEck Semiconductor ETF shares in Q2 2026, an estimated $358K.
VanEck Semiconductor ETF made up 0.77% of Cornerstone Wealth Management's portfolio in Q2 2026, its #25 holding.
Cornerstone Wealth Management first reported a position in VanEck Semiconductor ETF in Q2 2018 and has held it in 22 quarters since.
1,542 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.