First Manhattan’s VanEck Semiconductor ETF SMH Stock Holding History

First Manhattan's SMH Position: Q2 2026 in Review

First Manhattan reduced its VanEck Semiconductor ETF (SMH) stake by 11% in Q2 2026, selling an estimated $40.9K and leaving 605 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

First Manhattan first reported a position in SMH in Q3 2020 and has held it in 5 quarters since. 1,543 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

• First Manhattan held 605 shares of VanEck Semiconductor ETF worth $397K as of Q2 2026.
• First Manhattan sold 75 VanEck Semiconductor ETF shares in Q2 2026, an estimated $40.9K.
• VanEck Semiconductor ETF made up ﹤0.01% of First Manhattan's portfolio in Q2 2026, its #616 holding.
• First Manhattan first reported a position in VanEck Semiconductor ETF in Q3 2020 and has held it in 5 quarters since.
• 1,543 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.