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 Q2	$39K	Hold	59	–	–	0.01%	256
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 $1.55T 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

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

Darwin Wealth Management held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 59 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #256.

Darwin Wealth Management first reported a position in SMH in Q2 2017 and has held it in 14 quarters since. The position peaked at $2.33M in Q1 2018. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Darwin Wealth Management held 59 shares of VanEck Semiconductor ETF worth $39K as of Q2 2026.
Darwin Wealth Management left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
VanEck Semiconductor ETF made up 0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #256 holding.
Darwin Wealth Management first reported a position in VanEck Semiconductor ETF in Q2 2017 and has held it in 14 quarters since.
Darwin Wealth Management's VanEck Semiconductor ETF position peaked at $2.33M in Q1 2018.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

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