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Galvin Gaustad & Stein’s VanEck Semiconductor ETF SMH Stock Holding History

Galvin Gaustad & Stein’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
Q3 		$395K Sell
648
-17,809
-96% -$10.2M 0.03% 191
2026
Q2 		$12.1M Sell
18,457
-2,740
-13% -$1.5M 0.89% 41
2026
Q1 		$8.13M Buy
21,197
+1,725
+9% +$685K 0.65% 55
2025
Q4 		$7.01M Buy
+19,472
New +$6.83M 0.55% 58

Other funds holding SMH

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

Galvin Gaustad & Stein's SMH Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its VanEck Semiconductor ETF (SMH) stake by 96% in Q3 2026, selling an estimated $10.2M and leaving 648 shares worth $395K. The position accounts for 0.03% of the portfolio, ranked #191.

Galvin Gaustad & Stein first reported a position in SMH in Q4 2025 and has held it in 4 quarters since. The position peaked at $12.1M in Q2 2026. 85 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • Galvin Gaustad & Stein held 648 shares of VanEck Semiconductor ETF worth $395K as of Q3 2026.
  • Galvin Gaustad & Stein sold 17,809 VanEck Semiconductor ETF shares in Q3 2026, an estimated $10.2M.
  • VanEck Semiconductor ETF made up 0.03% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #191 holding.
  • Galvin Gaustad & Stein first reported a position in VanEck Semiconductor ETF in Q4 2025 and has held it in 4 quarters since.
  • Galvin Gaustad & Stein's VanEck Semiconductor ETF position peaked at $12.1M in Q2 2026.
  • 85 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.