Gerber Kawasaki Wealth & Investment Management’s VanEck Semiconductor ETF SMH Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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	$3.91M	Sell	5,965 -174	-3%	-$94.9K	0.1%	98
2026 Q1	$2.35M	Sell	6,139 -289	-4%	-$115K	0.08%	113
2025 Q4	$2.32M	Buy	6,428 +410	+7%	+$144K	0.08%	110
2025 Q3	$1.96M	Sell	6,018 -948	-14%	-$281K	0.07%	115
2025 Q2	$1.94M	Sell	6,966 -88,151	-93%	-$20.4M	0.08%	113
2025 Q1	$20.1M	Buy	95,117 +14,762	+18%	+$3.54M	0.9%	28
2024 Q4	$19.5M	Buy	80,355 +79,448	+8,759%	+$19.7M	0.85%	28
2024 Q3	$223K	Buy	+907	New	+$221K	0.01%	267
2021 Q4	–	Sell	-50	Closed	-$6K	–	966
2021 Q3	$6K	Buy	+50	New	+$6.59K	﹤0.01%	740

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

Gerber Kawasaki Wealth & Investment Management's SMH Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its VanEck Semiconductor ETF (SMH) stake by 2.8% in Q2 2026, selling an estimated $94.9K and leaving 5,965 shares worth $3.91M. The position accounts for 0.1% of the portfolio, ranked #98.

Gerber Kawasaki Wealth & Investment Management first reported a position in SMH in Q3 2021 and has held it in 9 quarters since. The position peaked at $20.1M in Q1 2025. 1,014 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 5,965 shares of VanEck Semiconductor ETF worth $3.91M as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management sold 174 VanEck Semiconductor ETF shares in Q2 2026, an estimated $94.9K.
VanEck Semiconductor ETF made up 0.1% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #98 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in VanEck Semiconductor ETF in Q3 2021 and has held it in 9 quarters since.
Gerber Kawasaki Wealth & Investment Management's VanEck Semiconductor ETF position peaked at $20.1M in Q1 2025.
1,014 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.