Granite Group Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Granite Group Advisors’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	$275K	Sell	419 -1,343	-76%	-$733K	0.16%	70
2026 Q1	$705K	Hold	1,762	–	–	0.43%	37
2025 Q4	$635K	Buy	+1,762	New	+$618K	0.36%	36

Other funds holding SMH

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

HIIFS

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

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Granite Group Advisors's SMH Position: Q2 2026 in Review

Granite Group Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 76% in Q2 2026, selling an estimated $733K and leaving 419 shares worth $275K. The position accounts for 0.16% of the portfolio, ranked #70.

Granite Group Advisors first reported a position in SMH in Q4 2025 and has held it in 3 quarters since. The position peaked at $705K in Q1 2026. 745 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Granite Group Advisors held 419 shares of VanEck Semiconductor ETF worth $275K as of Q2 2026.
Granite Group Advisors sold 1,343 VanEck Semiconductor ETF shares in Q2 2026, an estimated $733K.
VanEck Semiconductor ETF made up 0.16% of Granite Group Advisors's portfolio in Q2 2026, its #70 holding.
Granite Group Advisors first reported a position in VanEck Semiconductor ETF in Q4 2025 and has held it in 3 quarters since.
Granite Group Advisors's VanEck Semiconductor ETF position peaked at $705K in Q1 2026.
745 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Granite Group Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.