Financial Perspectives’s VanEck Semiconductor ETF SMH Stock Holding History

Financial Perspectives’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	$1.77M	Sell	2,693 -1	-0%	-$546	0.43%	44
2026 Q1	$1.03M	Hold	2,694	–	–	0.29%	57
2025 Q4	$970K	Hold	2,694	–	–	0.26%	58
2025 Q3	$879K	Hold	2,694	–	–	0.24%	59
2025 Q2	$751K	Buy	2,694 +1	+0%	+$232	0.23%	65
2025 Q1	$569K	Hold	2,693	–	–	0.2%	72
2024 Q4	$652K	Hold	2,693	–	–	0.22%	68
2024 Q3	$661K	Hold	2,693	–	–	0.23%	61
2024 Q2	$702K	Sell	2,693 -384	-12%	-$90K	0.26%	57
2024 Q1	$692K	Sell	3,077 -49	-2%	-$9.85K	0.26%	57
2023 Q4	$547K	Hold	3,126	–	–	0.22%	65
2023 Q3	$453K	Hold	3,126	–	–	0.21%	68
2023 Q2	$476K	Hold	3,126	–	–	0.21%	69
2023 Q1	$411K	Hold	3,126	–	–	0.2%	71
2022 Q4	$317K	Buy	+3,126	New	+$318K	0.16%	84

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

Financial Perspectives's SMH Position: Q2 2026 in Review

Financial Perspectives reduced its VanEck Semiconductor ETF (SMH) stake by 0.04% in Q2 2026, selling an estimated $546 and leaving 2,693 shares worth $1.77M. The position accounts for 0.43% of the portfolio, ranked #44.

Financial Perspectives first reported a position in SMH in Q4 2022 and has held it in 15 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Financial Perspectives held 2,693 shares of VanEck Semiconductor ETF worth $1.77M as of Q2 2026.
Financial Perspectives sold 1 VanEck Semiconductor ETF share in Q2 2026, an estimated $546.
VanEck Semiconductor ETF made up 0.43% of Financial Perspectives's portfolio in Q2 2026, its #44 holding.
Financial Perspectives first reported a position in VanEck Semiconductor ETF in Q4 2022 and has held it in 15 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.