Envestnet Portfolio Solutions
SMH icon

Envestnet Portfolio Solutions’s VanEck Semiconductor ETF SMH Stock Holding History

Envestnet Portfolio Solutions’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 		$4.47M Buy
6,822
+39
+0.6% +$21.3K 0.02% 344
2026
Q1 		$2.6M Buy
6,783
+2,776
+69% +$1.1M 0.01% 400
2025
Q4 		$1.44M Buy
4,007
+3,165
+376% +$1.11M 0.01% 643
2025
Q3 		$275K Sell
842
-1,117
-57% -$331K ﹤0.01% 1293
2025
Q2 		$546K Sell
1,959
-3,939
-67% -$913K ﹤0.01% 1057
2025
Q1 		$1.25M Sell
5,898
-1,425
-19% -$342K ﹤0.01% 734
2024
Q4 		$1.77M Buy
7,323
+707
+11% +$175K 0.01% 701
2024
Q3 		$1.62M Sell
6,616
-989
-13% -$240K 0.01% 737
2024
Q2 		$1.98M Buy
7,605
+3,483
+84% +$817K 0.01% 643
2024
Q1 		$927K Sell
4,122
-498
-11% -$100K ﹤0.01% 866
2023
Q4 		$808K Sell
4,620
-362
-7% -$56.7K ﹤0.01% 858
2023
Q3 		$722K Buy
+4,982
New +$755K ﹤0.01% 841

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

Envestnet Portfolio Solutions's SMH Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its VanEck Semiconductor ETF (SMH) stake by 0.57% in Q2 2026, buying an estimated $21.3K and bringing the position to 6,822 shares worth $4.47M. The position accounts for 0.02% of the portfolio, ranked #344.

Envestnet Portfolio Solutions first reported a position in SMH in Q3 2023 and has held it in 12 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Envestnet Portfolio Solutions held 6,822 shares of VanEck Semiconductor ETF worth $4.47M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 39 VanEck Semiconductor ETF shares in Q2 2026, an estimated $21.3K.
  • VanEck Semiconductor ETF made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #344 holding.
  • Envestnet Portfolio Solutions first reported a position in VanEck Semiconductor ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.