GI
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Gradient Investments’s VanEck Semiconductor ETF SMH Stock Holding History

Gradient Investments’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 		$474K Buy
+778
New +$446K 0.01% 381
2024
Q3 		– Sell
-428
Closed -$112K – 1116
2024
Q2 		$112K Hold
428
– – ﹤0.01% 388
2024
Q1 		$96.3K Sell
428
-9
-2% -$1.81K ﹤0.01% 357
2023
Q4 		$76.4K Buy
437
+9
+2% +$1.41K ﹤0.01% 465
2023
Q3 		$62.1K Sell
428
-62
-13% -$9.39K ﹤0.01% 461
2023
Q2 		$74.6K Hold
490
– – ﹤0.01% 444
2023
Q1 		$64.5K Hold
490
– – ﹤0.01% 447
2022
Q4 		$49.7K Sell
490
-210
-30% -$21.3K ﹤0.01% 508
2022
Q3 		$65K Buy
700
+210
+43% +$22.9K ﹤0.01% 437
2022
Q2 		$50K Hold
490
– – ﹤0.01% 476
2022
Q1 		$66K Sell
490
-400
-45% -$54.8K ﹤0.01% 429
2021
Q4 		$137K Buy
890
+202
+29% +$29.2K ﹤0.01% 322
2021
Q3 		$88K Buy
688
+62
+10% +$8.17K ﹤0.01% 391
2021
Q2 		$82K Hold
626
– – ﹤0.01% 398
2021
Q1 		$76K Buy
+626
New +$74.2K ﹤0.01% 406
2019
Q1 		– Sell
-80
Closed -$3K – 993
2018
Q4 		$3K Hold
80
– – ﹤0.01% 791
2018
Q3 		$4K Buy
+80
New +$4.25K ﹤0.01% 773

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

Gradient Investments's SMH Position: Q3 2026 in Review

Gradient Investments opened a new position in VanEck Semiconductor ETF (SMH) in Q3 2026: 778 shares worth $474K. The stake represents 0.01% of the portfolio and ranks #381 among its holdings. This is a return to the name: Gradient Investments previously reported a position in SMH as recently as Q2 2024.

Gradient Investments first reported a position in SMH in Q3 2018 and has held it in 17 quarters since. 85 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • Gradient Investments held 778 shares of VanEck Semiconductor ETF worth $474K as of Q3 2026.
  • VanEck Semiconductor ETF was a new Gradient Investments position in Q3 2026.
  • VanEck Semiconductor ETF made up 0.01% of Gradient Investments's portfolio in Q3 2026, its #381 holding.
  • Gradient Investments first reported a position in VanEck Semiconductor ETF in Q3 2018 and has held it in 17 quarters since.
  • 85 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.