DWA
SMH icon

Delos Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Delos Wealth Advisors’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 		$4.9M Buy
7,477
+36
+0.5% +$19.6K 2.51% 14
2026
Q1 		$2.85M Buy
7,441
+125
+2% +$49.6K 1.63% 24
2025
Q4 		$2.63M Sell
7,316
-127
-2% -$44.6K 1.74% 25
2025
Q3 		$2.43M Buy
7,443
+449
+6% +$133K 1.64% 27
2025
Q2 		$1.95M Sell
6,994
-408
-6% -$94.6K 1.52% 28
2025
Q1 		$1.57M Buy
7,402
+43
+0.6% +$10.3K 1.24% 30
2024
Q4 		$1.78M Buy
7,359
+1,051
+17% +$261K 1.42% 28
2024
Q3 		$1.55M Buy
6,308
+664
+12% +$161K 1.35% 30
2024
Q2 		$1.47M Buy
5,644
+1,342
+31% +$315K 1.42% 30
2024
Q1 		$968K Buy
4,302
+4,270
+13,344% +$859K 1.09% 32
2023
Q4 		$5.6K Hold
32
– – 0.01% 109
2023
Q3 		$5K Hold
32
– – 0.01% 157
2023
Q2 		$4.87K Sell
32
-102
-76% -$13.8K 0.01% 158
2023
Q1 		$17.6K Sell
134
-1,484
-92% -$178K 0.02% 102
2022
Q4 		$164K Sell
1,618
-2,962
-65% -$301K 0.25% 40
2022
Q3 		$424K Sell
4,580
-6,476
-59% -$706K 0.51% 33
2022
Q2 		$1.13M Sell
11,056
-6,268
-36% -$728K 1.26% 29
2022
Q1 		$2.34M Buy
17,324
+1,772
+11% +$243K 2.3% 18
2021
Q4 		$2.4M Buy
15,552
+418
+3% +$60.4K 2.29% 18
2021
Q3 		$1.94M Buy
15,134
+8,196
+118% +$1.08M 2.13% 20
2021
Q2 		$910K Buy
+6,938
New +$857K 1.14% 30

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

Delos Wealth Advisors's SMH Position: Q2 2026 in Review

Delos Wealth Advisors increased its VanEck Semiconductor ETF (SMH) stake by 0.48% in Q2 2026, buying an estimated $19.6K and bringing the position to 7,477 shares worth $4.9M. The position accounts for 2.51% of the portfolio, ranked #14.

Delos Wealth Advisors first reported a position in SMH in Q2 2021 and has held it in 21 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Delos Wealth Advisors held 7,477 shares of VanEck Semiconductor ETF worth $4.9M as of Q2 2026.
  • Delos Wealth Advisors bought 36 VanEck Semiconductor ETF shares in Q2 2026, an estimated $19.6K.
  • VanEck Semiconductor ETF made up 2.51% of Delos Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • Delos Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.