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Crown Wealth Group’s VanEck Semiconductor ETF SMH Stock Holding History

Crown Wealth 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 		$12.9M Buy
19,624
+284
+1% +$155K 3.28% 8
2026
Q1 		$7.41M Buy
19,340
+1,030
+6% +$409K 2.18% 13
2025
Q4 		$6.59M Sell
18,310
-6,200
-25% -$2.18M 1.84% 14
2025
Q3 		$8M Buy
24,510
+2,755
+13% +$816K 2.4% 12
2025
Q2 		$6.07M Buy
21,755
+13,034
+149% +$3.02M 2.28% 12
2025
Q1 		$1.84M Sell
8,721
-5,020
-37% -$1.2M 0.96% 19
2024
Q4 		$3.33M Buy
13,741
+357
+3% +$88.6K 1.35% 18
2024
Q3 		$3.29M Sell
13,384
-3,502
-21% -$852K 1.43% 16
2024
Q2 		$4.4M Buy
16,886
+1,334
+9% +$313K 2.2% 12
2024
Q1 		$3.5M Buy
15,552
+1,354
+10% +$272K 1.8% 14
2023
Q4 		$2.48M Buy
14,198
+2,366
+20% +$370K 1.5% 16
2023
Q3 		$1.72M Buy
+11,832
New +$1.79M 1.29% 16
2022
Q2 		– Sell
-14,936
Closed -$2.02M – 99
2022
Q1 		$2.02M Buy
14,936
+4,720
+46% +$646K 1.4% 16
2021
Q4 		$1.58M Buy
+10,216
New +$1.48M 1.46% 16

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
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

Crown Wealth Group's SMH Position: Q2 2026 in Review

Crown Wealth Group increased its VanEck Semiconductor ETF (SMH) stake by 1.5% in Q2 2026, buying an estimated $155K and bringing the position to 19,624 shares worth $12.9M. The position accounts for 3.28% of the portfolio, ranked #8.

Crown Wealth Group first reported a position in SMH in Q4 2021 and has held it in 14 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Crown Wealth Group held 19,624 shares of VanEck Semiconductor ETF worth $12.9M as of Q2 2026.
  • Crown Wealth Group bought 284 VanEck Semiconductor ETF shares in Q2 2026, an estimated $155K.
  • VanEck Semiconductor ETF made up 3.28% of Crown Wealth Group's portfolio in Q2 2026, its #8 holding.
  • Crown Wealth Group first reported a position in VanEck Semiconductor ETF in Q4 2021 and has held it in 14 quarters since.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.