Focus Partners Wealth’s VanEck Semiconductor ETF SMH Stock Holding History

Focus Partners Wealth’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 Q1	$35.8M	Sell	93,437 -652,331	-87%	-$259M	0.04%	359
2025 Q4	$269M	Buy	745,768 +671,673	+907%	+$236M	0.31%	65
2025 Q3	$24.2M	Buy	74,095 +400	+0.5%	+$118K	0.04%	358
2025 Q2	$20.6M	Buy	73,695 +20,823	+39%	+$4.83M	0.04%	355
2025 Q1	$11.2M	Buy	52,872 +29,721	+128%	+$7.12M	0.03%	456
2024 Q4	$5.61M	Buy	23,151 +3,966	+21%	+$984K	0.01%	584
2024 Q3	$4.71M	Buy	19,185 +858	+5%	+$209K	0.02%	574
2024 Q2	$4.78M	Buy	18,327 +447	+3%	+$105K	0.02%	503
2024 Q1	$4.02M	Buy	17,880 +4,642	+35%	+$933K	0.03%	363
2023 Q4	$2.31M	Buy	+13,238	New	+$2.07M	0.03%	331

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Focus Partners Wealth's SMH Position: Q1 2026 in Review

Focus Partners Wealth reduced its VanEck Semiconductor ETF (SMH) stake by 87% in Q1 2026, selling an estimated $259M and leaving 93,437 shares worth $35.8M. The position accounts for 0.04% of the portfolio, ranked #359.

Focus Partners Wealth first reported a position in SMH in Q4 2023 and has held it in 10 quarters since. The position peaked at $269M in Q4 2025. 1,296 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Focus Partners Wealth held 93,437 shares of VanEck Semiconductor ETF worth $35.8M as of Q1 2026.
Focus Partners Wealth sold 652,331 VanEck Semiconductor ETF shares in Q1 2026, an estimated $259M.
VanEck Semiconductor ETF made up 0.04% of Focus Partners Wealth's portfolio in Q1 2026, its #359 holding.
Focus Partners Wealth first reported a position in VanEck Semiconductor ETF in Q4 2023 and has held it in 10 quarters since.
Focus Partners Wealth's VanEck Semiconductor ETF position peaked at $269M in Q4 2025.
1,296 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.