FPCP
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Fort Point Capital Partners’s VanEck Semiconductor ETF SMH Stock Holding History

Fort Point Capital Partners’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 		$1.61M Sell
2,455
-16
-0.6% -$8.73K 0.11% 84
2026
Q1 		$947K Sell
2,471
-1
-0% -$397 0.11% 98
2025
Q4 		$980K Hold
2,472
– – 0.11% 105
2025
Q3 		$807K Hold
2,472
– – 0.1% 119
2025
Q2 		$689K Hold
2,472
– – 0.05% 190
2025
Q1 		$523K Hold
2,472
– – 0.06% 195
2024
Q4 		$599K Buy
2,472
+24
+1% +$5.96K 0.07% 177
2024
Q3 		$601K Sell
2,448
-40
-2% -$9.73K 0.07% 163
2024
Q2 		$649K Buy
2,488
+68
+3% +$15.9K 0.08% 166
2024
Q1 		$544K Hold
2,420
– – 0.07% 186
2023
Q4 		$423K Sell
2,420
-2
-0.1% -$313 0.06% 196
2023
Q3 		$351K Hold
2,422
– – 0.05% 185
2023
Q2 		$369K Hold
2,422
– – 0.05% 193
2023
Q1 		$319K Sell
2,422
-2
-0.1% -$240 0.05% 212
2022
Q4 		$246K Sell
2,424
-24
-1% -$2.44K 0.04% 235
2022
Q3 		$227K Buy
2,448
+20
+0.8% +$2.18K 0.04% 246
2022
Q2 		$247K Sell
2,428
-288
-11% -$33.4K 0.04% 245
2022
Q1 		$366K Buy
2,716
+92
+4% +$12.6K 0.05% 209
2021
Q4 		$405K Sell
2,624
-28
-1% -$4.05K 0.05% 189
2021
Q3 		$340K Buy
2,652
+38
+1% +$5K 0.05% 183
2021
Q2 		$343K Buy
2,614
+18
+0.7% +$2.22K 0.06% 129
2021
Q1 		$316K Sell
2,596
-5,076
-66% -$601K 0.07% 124
2020
Q4 		$838K Sell
7,672
-104
-1% -$10.3K 0.19% 67
2020
Q3 		$677K Buy
7,776
+1,908
+33% +$160K 0.17% 72
2020
Q2 		$448K Buy
+5,868
New +$403K 0.14% 75

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
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

Fort Point Capital Partners's SMH Position: Q2 2026 in Review

Fort Point Capital Partners reduced its VanEck Semiconductor ETF (SMH) stake by 0.65% in Q2 2026, selling an estimated $8.73K and leaving 2,455 shares worth $1.61M. The position accounts for 0.11% of the portfolio, ranked #84.

Fort Point Capital Partners first reported a position in SMH in Q2 2020 and has held it in 25 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Fort Point Capital Partners held 2,455 shares of VanEck Semiconductor ETF worth $1.61M as of Q2 2026.
  • Fort Point Capital Partners sold 16 VanEck Semiconductor ETF shares in Q2 2026, an estimated $8.73K.
  • VanEck Semiconductor ETF made up 0.11% of Fort Point Capital Partners's portfolio in Q2 2026, its #84 holding.
  • Fort Point Capital Partners first reported a position in VanEck Semiconductor ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.