Fortis Group Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Fortis Group Advisors’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	$271K	Sell	414 -6,009	-94%	-$3.28M	0.04%	230
2026 Q1	$3.25M	Buy	6,423 +4,022	+168%	+$1.6M	0.54%	49
2025 Q4	$969K	Buy	+2,401	New	+$842K	0.16%	146
2025 Q1	–	Sell	-1,132	Closed	-$274K	–	530
2024 Q4	$274K	Buy	+1,132	New	+$281K	0.05%	168
2024 Q3	–	Sell	-21,790	Closed	-$5.68M	–	517
2024 Q2	$5.68M	Buy	21,790 +14,216	+188%	+$3.33M	1.13%	30
2024 Q1	$1.7M	Buy	+7,574	New	+$1.52M	0.31%	68

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

Fortis Group Advisors's SMH Position: Q2 2026 in Review

Fortis Group Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 94% in Q2 2026, selling an estimated $3.28M and leaving 414 shares worth $271K. The position accounts for 0.04% of the portfolio, ranked #230.

Fortis Group Advisors first reported a position in SMH in Q1 2024 and has held it in 6 quarters since. The position peaked at $5.68M in Q2 2024. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Fortis Group Advisors held 414 shares of VanEck Semiconductor ETF worth $271K as of Q2 2026.
Fortis Group Advisors sold 6,009 VanEck Semiconductor ETF shares in Q2 2026, an estimated $3.28M.
VanEck Semiconductor ETF made up 0.04% of Fortis Group Advisors's portfolio in Q2 2026, its #230 holding.
Fortis Group Advisors first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 6 quarters since.
Fortis Group Advisors's VanEck Semiconductor ETF position peaked at $5.68M in Q2 2024.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.