Freestone Capital Holdings’s VanEck Semiconductor ETF SMH Stock Holding History

Freestone Capital Holdings’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	$540K	Buy	823 +172	+26%	+$93.8K	0.01%	368
2026 Q1	$250K	Buy	651 +61	+10%	+$24.2K	0.01%	476
2025 Q4	$212K	Buy	590 +98	+20%	+$34.4K	0.01%	505
2025 Q3	$161K	Buy	+492	New	+$146K	﹤0.01%	517
2021 Q1	–	Sell	-120	Closed	-$13.2K	–	1006
2020 Q4	$13.2K	Hold	120	–	–	﹤0.01%	800
2020 Q3	$10.5K	Buy	+120	New	+$10.1K	﹤0.01%	735

Other funds holding SMH

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Freestone Capital Holdings's SMH Position: Q2 2026 in Review

Freestone Capital Holdings increased its VanEck Semiconductor ETF (SMH) stake by 26% in Q2 2026, buying an estimated $93.8K and bringing the position to 823 shares worth $540K. The position accounts for 0.01% of the portfolio, ranked #368.

Freestone Capital Holdings first reported a position in SMH in Q3 2020 and has held it in 6 quarters since. 1,014 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Freestone Capital Holdings held 823 shares of VanEck Semiconductor ETF worth $540K as of Q2 2026.
Freestone Capital Holdings bought 172 VanEck Semiconductor ETF shares in Q2 2026, an estimated $93.8K.
VanEck Semiconductor ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #368 holding.
Freestone Capital Holdings first reported a position in VanEck Semiconductor ETF in Q3 2020 and has held it in 6 quarters since.
1,014 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.