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DWM
Darwin Wealth Management’s
VanEck Semiconductor ETF
SMH
Stock Holding History
Darwin 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
Q1
$22.8K
Sell
59
-14
-19%
-$5.56K
0.01%
292
2025
Q4
$26.5K
Buy
73
+19
+35%
+$6.67K
0.01%
274
2025
Q3
$17.7K
Hold
54
–
–
0.01%
317
2025
Q2
$15.1K
Sell
54
-64
-54%
-$14.8K
0.01%
312
2025
Q1
$28.6K
Hold
118
–
–
0.01%
267
2024
Q4
$28.6K
Hold
118
–
–
0.01%
267
2024
Q3
$29K
Buy
+118
New
+$28.7K
0.01%
277
2020
Q2
–
Sell
-898
Closed
-$52K
–
669
2020
Q1
$52K
Buy
+898
New
+$60.5K
0.02%
235
2018
Q4
–
Sell
-10,078
Closed
-$540K
–
120
2018
Q3
$540K
Sell
10,078
-2,620
-21%
-$139K
0.3%
62
2018
Q2
$650K
Sell
12,698
-32,022
-72%
-$1.67M
0.42%
51
2018
Q1
$2.33M
Buy
+44,720
New
+$2.35M
1.69%
17
2017
Q4
–
Sell
-19,974
Closed
-$932K
–
167
2017
Q3
$932K
Buy
19,974
+562
+3%
+$24.6K
0.9%
31
2017
Q2
$795K
Buy
+19,412
New
+$801K
0.44%
69
Other funds holding SMH
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
MMH
Menora Mivtachim Holdings
Ramat Gan, Israel
$21.1B AUM
40.03%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
MIH
Meitav Investment House
Bene-Beraq, Israel
$9.12B AUM
42.07%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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