FourThought Financial Partners’s VanEck Semiconductor ETF SMH Stock Holding History

FourThought Financial 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	$1.2M	Buy	1,824 +3	+0.2%	+$1.64K	0.09%	135
2026 Q1	$698K	Buy	1,821 +4	+0.2%	+$1.59K	0.06%	161
2025 Q4	$654K	Buy	1,817 +6	+0.3%	+$2.1K	0.06%	178
2025 Q3	$591K	Hold	1,811	–	–	0.05%	173
2025 Q2	$505K	Buy	1,811 +24	+1%	+$5.57K	0.05%	180
2025 Q1	$378K	Hold	1,787	–	–	0.04%	214
2024 Q4	$433K	Buy	+1,787	New	+$443K	0.05%	201
2024 Q2	–	Sell	-1,530	Closed	-$344K	–	306
2024 Q1	$344K	Buy	+1,530	New	+$308K	0.04%	237

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

FourThought Financial Partners's SMH Position: Q2 2026 in Review

FourThought Financial Partners increased its VanEck Semiconductor ETF (SMH) stake by 0.16% in Q2 2026, buying an estimated $1.64K and bringing the position to 1,824 shares worth $1.2M. The position accounts for 0.09% of the portfolio, ranked #135.

FourThought Financial Partners first reported a position in SMH in Q1 2024 and has held it in 8 quarters since. 1,560 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

FourThought Financial Partners held 1,824 shares of VanEck Semiconductor ETF worth $1.2M as of Q2 2026.
FourThought Financial Partners bought 3 VanEck Semiconductor ETF shares in Q2 2026, an estimated $1.64K.
VanEck Semiconductor ETF made up 0.09% of FourThought Financial Partners's portfolio in Q2 2026, its #135 holding.
FourThought Financial Partners first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 8 quarters since.
1,560 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.