Evelyn Partners Asset Management’s VanEck Semiconductor ETF SMH Stock Holding History

Evelyn Partners Asset 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	$39.9K	Hold	104	–	–	0.01%	183
2025 Q4	$37.5K	Hold	104	–	–	0.01%	171
2025 Q3	$33.9K	Hold	104	–	–	0.01%	173
2025 Q2	$29K	Hold	104	–	–	0.01%	164
2025 Q1	$22K	Hold	104	–	–	0.01%	180
2024 Q4	$25.2K	Buy	+104	New	+$25.8K	0.01%	169

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Evelyn Partners Asset Management's SMH Position: Q1 2026 in Review

Evelyn Partners Asset Management held its VanEck Semiconductor ETF (SMH) position steady in Q1 2026 at 104 shares worth $39.9K. The position accounts for 0.01% of the portfolio, ranked #183.

Evelyn Partners Asset Management first reported a position in SMH in Q4 2024 and has held it in 6 quarters since. 1,302 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Evelyn Partners Asset Management held 104 shares of VanEck Semiconductor ETF worth $39.9K as of Q1 2026.
Evelyn Partners Asset Management left its VanEck Semiconductor ETF share count unchanged in Q1 2026.
VanEck Semiconductor ETF made up 0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #183 holding.
Evelyn Partners Asset Management first reported a position in VanEck Semiconductor ETF in Q4 2024 and has held it in 6 quarters since.
1,302 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.