Friedenthal Financial’s VanEck Semiconductor ETF SMH Stock Holding History

Friedenthal Financial’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	$192K	Buy	+292	New	+$159K	0.09%	113
2026 Q1	–	Sell	-414	Closed	-$149K	–	302
2025 Q4	$149K	Buy	+414	New	+$145K	0.08%	123
2024 Q3	–	Sell	-474	Closed	-$124K	–	299
2024 Q2	$124K	Sell	474 -119	-20%	-$27.9K	0.08%	118
2024 Q1	$133K	Sell	593 -113	-16%	-$22.7K	0.08%	116
2023 Q4	$123K	Buy	+706	New	+$111K	0.08%	112
2018 Q3	–	Sell	-67,008	Closed	-$3.44M	–	70
2018 Q2	$3.44M	Buy	+67,008	New	+$3.5M	2.97%	18

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

Friedenthal Financial's SMH Position: Q2 2026 in Review

Friedenthal Financial opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2026: 292 shares worth $192K. The stake represents 0.09% of the portfolio and ranks #113 among its holdings. This is a return to the name: Friedenthal Financial previously reported a position in SMH as recently as Q4 2025.

Friedenthal Financial first reported a position in SMH in Q2 2018 and has held it in 6 quarters since. The position peaked at $3.44M in Q2 2018. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Friedenthal Financial held 292 shares of VanEck Semiconductor ETF worth $192K as of Q2 2026.
VanEck Semiconductor ETF was a new Friedenthal Financial position in Q2 2026.
VanEck Semiconductor ETF made up 0.09% of Friedenthal Financial's portfolio in Q2 2026, its #113 holding.
Friedenthal Financial first reported a position in VanEck Semiconductor ETF in Q2 2018 and has held it in 6 quarters since.
Friedenthal Financial's VanEck Semiconductor ETF position peaked at $3.44M in Q2 2018.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Friedenthal Financial's 13F filing for Q2 2026, filed 13 Jul 2026.