Cyndeo Wealth Partners’s VanEck Semiconductor ETF SMH Stock Holding History

Cyndeo Wealth Partners’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	$1.74M	Buy	2,647 +130	+5%	+$70.9K	0.08%	207
2026 Q1	$965K	Buy	2,517 +176	+8%	+$69.9K	0.05%	240
2025 Q4	$843K	Hold	2,341	–	–	0.05%	256
2025 Q3	$764K	Hold	2,341	–	–	0.04%	265
2025 Q2	$653K	Hold	2,341	–	–	0.04%	275
2025 Q1	$495K	Buy	2,341 +9	+0.4%	+$2.16K	0.03%	298
2024 Q4	$565K	Hold	2,332	–	–	0.04%	278
2024 Q3	$572K	Hold	2,332	–	–	0.04%	280
2024 Q2	$608K	Hold	2,332	–	–	0.05%	256
2024 Q1	$525K	Buy	2,332 +106	+5%	+$21.3K	0.04%	256
2023 Q4	$389K	Buy	2,226 +8	+0.4%	+$1.25K	0.04%	277
2023 Q3	$322K	Hold	2,218	–	–	0.03%	266
2023 Q2	$338K	Hold	2,218	–	–	0.04%	251
2023 Q1	$292K	Hold	2,218	–	–	0.03%	265
2022 Q4	$225K	Buy	+2,218	New	+$225K	0.03%	286

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

Cyndeo Wealth Partners's SMH Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its VanEck Semiconductor ETF (SMH) stake by 5.2% in Q2 2026, buying an estimated $70.9K and bringing the position to 2,647 shares worth $1.74M. The position accounts for 0.08% of the portfolio, ranked #207.

Cyndeo Wealth Partners first reported a position in SMH in Q4 2022 and has held it in 15 quarters since. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Cyndeo Wealth Partners held 2,647 shares of VanEck Semiconductor ETF worth $1.74M as of Q2 2026.
Cyndeo Wealth Partners bought 130 VanEck Semiconductor ETF shares in Q2 2026, an estimated $70.9K.
VanEck Semiconductor ETF made up 0.08% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #207 holding.
Cyndeo Wealth Partners first reported a position in VanEck Semiconductor ETF in Q4 2022 and has held it in 15 quarters since.
1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

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