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

Dakota 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 		$3.94M Sell
6,006
-3,451
-36% -$1.88M 0.08% 216
2026
Q1 		$3.63M Buy
9,457
+5,360
+131% +$2.13M 0.08% 210
2025
Q4 		$1.48M Sell
4,097
-17
-0.4% -$5.96K 0.03% 331
2025
Q3 		$1.34M Sell
4,114
-474
-10% -$140K 0.03% 309
2025
Q2 		$1.28M Buy
4,588
+2,218
+94% +$514K 0.03% 345
2025
Q1 		$501K Buy
+2,370
New +$568K 0.01% 508
2024
Q4 		– Sell
-1,511
Closed -$371K – 793
2024
Q3 		$371K Sell
1,511
-1,267
-46% -$308K 0.01% 551
2024
Q2 		$724K Buy
2,778
+1,271
+84% +$298K 0.02% 434
2024
Q1 		$339K Buy
+1,507
New +$303K 0.01% 565

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

Dakota Wealth Management's SMH Position: Q2 2026 in Review

Dakota Wealth Management reduced its VanEck Semiconductor ETF (SMH) stake by 36% in Q2 2026, selling an estimated $1.88M and leaving 6,006 shares worth $3.94M. The position accounts for 0.08% of the portfolio, ranked #216.

Dakota Wealth Management first reported a position in SMH in Q1 2024 and has held it in 9 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Dakota Wealth Management held 6,006 shares of VanEck Semiconductor ETF worth $3.94M as of Q2 2026.
  • Dakota Wealth Management sold 3,451 VanEck Semiconductor ETF shares in Q2 2026, an estimated $1.88M.
  • VanEck Semiconductor ETF made up 0.08% of Dakota Wealth Management's portfolio in Q2 2026, its #216 holding.
  • Dakota Wealth Management first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.