Fortress Private Ledger’s VanEck Semiconductor ETF SMH Stock Holding History

Fortress Private Ledger’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	$1.04M	Buy	2,723 +819	+43%	+$325K	0.33%	69
2025 Q4	$686K	Buy	1,904 +698	+58%	+$245K	0.23%	90
2025 Q3	$394K	Buy	1,206 +64	+6%	+$18.9K	0.14%	127
2025 Q2	$318K	Sell	1,142 -170	-13%	-$39.4K	0.14%	139
2025 Q1	$277K	Buy	+1,312	New	+$314K	0.15%	137

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

Fortress Private Ledger's SMH Position: Q1 2026 in Review

Fortress Private Ledger increased its VanEck Semiconductor ETF (SMH) stake by 43% in Q1 2026, buying an estimated $325K and bringing the position to 2,723 shares worth $1.04M. The position accounts for 0.33% of the portfolio, ranked #69.

Fortress Private Ledger first reported a position in SMH in Q1 2025 and has held it in 5 quarters since. 1,297 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Fortress Private Ledger held 2,723 shares of VanEck Semiconductor ETF worth $1.04M as of Q1 2026.
Fortress Private Ledger bought 819 VanEck Semiconductor ETF shares in Q1 2026, an estimated $325K.
VanEck Semiconductor ETF made up 0.33% of Fortress Private Ledger's portfolio in Q1 2026, its #69 holding.
Fortress Private Ledger first reported a position in VanEck Semiconductor ETF in Q1 2025 and has held it in 5 quarters since.
1,297 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Fortress Private Ledger's 13F filing for Q1 2026, filed 13 May 2026.