Essex Financial Services’s VanEck Semiconductor ETF SMH Stock Holding History

Essex Financial Services’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	$366K	Sell	559 -6	-1%	-$3.27K	0.02%	588
2026 Q1	$216K	Sell	565 -19	-3%	-$7.54K	0.01%	730
2025 Q4	$210K	Buy	+584	New	+$205K	0.01%	743

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

Essex Financial Services's SMH Position: Q2 2026 in Review

Essex Financial Services reduced its VanEck Semiconductor ETF (SMH) stake by 1.1% in Q2 2026, selling an estimated $3.27K and leaving 559 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #588.

Essex Financial Services first reported a position in SMH in Q4 2025 and has held it in 3 quarters since. 1,560 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Essex Financial Services held 559 shares of VanEck Semiconductor ETF worth $366K as of Q2 2026.
Essex Financial Services sold 6 VanEck Semiconductor ETF shares in Q2 2026, an estimated $3.27K.
VanEck Semiconductor ETF made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #588 holding.
Essex Financial Services first reported a position in VanEck Semiconductor ETF in Q4 2025 and has held it in 3 quarters since.
1,560 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.