EWM
SMH icon

Evolution Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Evolution 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 		$277K Sell
423
-95
-18% -$51.8K 0.16% 101
2026
Q1 		$199K Buy
518
+54
+12% +$21.4K 0.15% 105
2025
Q4 		$167K Buy
464
+102
+28% +$35.8K 0.14% 115
2025
Q3 		$118K Hold
362
– – 0.12% 128
2025
Q2 		$101K Buy
+362
New +$83.9K 0.12% 120

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

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

Evolution Wealth Management reduced its VanEck Semiconductor ETF (SMH) stake by 18% in Q2 2026, selling an estimated $51.8K and leaving 423 shares worth $277K. The position accounts for 0.16% of the portfolio, ranked #101.

Evolution Wealth Management first reported a position in SMH in Q2 2025 and has held it in 5 quarters since. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Evolution Wealth Management held 423 shares of VanEck Semiconductor ETF worth $277K as of Q2 2026.
  • Evolution Wealth Management sold 95 VanEck Semiconductor ETF shares in Q2 2026, an estimated $51.8K.
  • VanEck Semiconductor ETF made up 0.16% of Evolution Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Evolution Wealth Management first reported a position in VanEck Semiconductor ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

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