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Ferguson Wellman Capital Management’s VanEck Semiconductor ETF SMH Stock Holding History

Ferguson Wellman Capital 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
Q3 		$17.3M Sell
28,408
-759
-3% -$435K 0.21% 86
2026
Q2 		$19.1M Sell
29,167
-340
-1% -$186K 0.23% 83
2026
Q1 		$11.3M Sell
29,507
-326
-1% -$129K 0.15% 96
2025
Q4 		$10.7M Sell
29,833
-328
-1% -$115K 0.17% 77
2025
Q3 		$9.84M Sell
30,161
-369
-1% -$109K 0.16% 77
2025
Q2 		$8.51M Buy
+30,530
New +$7.08M 0.15% 78

Other funds holding SMH

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Ferguson Wellman Capital Management's SMH Position: Q3 2026 in Review

Ferguson Wellman Capital Management reduced its VanEck Semiconductor ETF (SMH) stake by 2.6% in Q3 2026, selling an estimated $435K and leaving 28,408 shares worth $17.3M. The position accounts for 0.21% of the portfolio, ranked #86.

Ferguson Wellman Capital Management first reported a position in SMH in Q2 2025 and has held it in 6 quarters since. The position peaked at $19.1M in Q2 2026. 85 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • Ferguson Wellman Capital Management held 28,408 shares of VanEck Semiconductor ETF worth $17.3M as of Q3 2026.
  • Ferguson Wellman Capital Management sold 759 VanEck Semiconductor ETF shares in Q3 2026, an estimated $435K.
  • VanEck Semiconductor ETF made up 0.21% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #86 holding.
  • Ferguson Wellman Capital Management first reported a position in VanEck Semiconductor ETF in Q2 2025 and has held it in 6 quarters since.
  • Ferguson Wellman Capital Management's VanEck Semiconductor ETF position peaked at $19.1M in Q2 2026.
  • 85 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.