Excelsior Advisor Network’s VanEck Semiconductor ETF SMH Stock Holding History

Excelsior Advisor Network’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	$976K	Buy	1,488 +740	+99%	+$404K	0.13%	170
2026 Q1	$287K	Hold	748	–	–	0.11%	165
2025 Q4	$270K	Buy	+748	New	+$262K	0.13%	133

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

Excelsior Advisor Network's SMH Position: Q2 2026 in Review

Excelsior Advisor Network increased its VanEck Semiconductor ETF (SMH) stake by 99% in Q2 2026, buying an estimated $404K and bringing the position to 1,488 shares worth $976K. The position accounts for 0.13% of the portfolio, ranked #170.

Excelsior Advisor Network first reported a position in SMH in Q4 2025 and has held it in 3 quarters since. 1,549 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Excelsior Advisor Network held 1,488 shares of VanEck Semiconductor ETF worth $976K as of Q2 2026.
Excelsior Advisor Network bought 740 VanEck Semiconductor ETF shares in Q2 2026, an estimated $404K.
VanEck Semiconductor ETF made up 0.13% of Excelsior Advisor Network's portfolio in Q2 2026, its #170 holding.
Excelsior Advisor Network first reported a position in VanEck Semiconductor ETF in Q4 2025 and has held it in 3 quarters since.
1,549 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.