Gruss & Co’s VanEck Semiconductor ETF SMH Stock Holding History

Gruss & Co’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	$656K	Hold	1,000	–	–	1.61%	16
2026 Q1	$383K	Hold	1,000	–	–	0.9%	19
2025 Q4	$360K	Hold	1,000	–	–	0.79%	22
2025 Q3	$326K	Hold	1,000	–	–	0.85%	20
2025 Q2	$279K	Hold	1,000	–	–	1.3%	16
2025 Q1	$211K	Sell	1,000 -1,000	-50%	-$240K	0.92%	22
2024 Q4	$484K	Sell	2,000 -2,000	-50%	-$496K	2.07%	14
2024 Q3	$982K	Buy	4,000 +3,000	+300%	+$729K	7.75%	3
2024 Q2	$261K	Sell	1,000 -1,000	-50%	-$234K	1.41%	16
2024 Q1	$450K	Hold	2,000	–	–	2.48%	14
2023 Q4	$350K	Buy	+2,000	New	+$313K	2.71%	15

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

Gruss & Co's SMH Position: Q2 2026 in Review

Gruss & Co held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 1,000 shares worth $656K. The position accounts for 1.61% of the portfolio, ranked #16.

Gruss & Co first reported a position in SMH in Q4 2023 and has held it in 11 quarters since. The position peaked at $982K in Q3 2024. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Gruss & Co held 1,000 shares of VanEck Semiconductor ETF worth $656K as of Q2 2026.
Gruss & Co left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
VanEck Semiconductor ETF made up 1.61% of Gruss & Co's portfolio in Q2 2026, its #16 holding.
Gruss & Co first reported a position in VanEck Semiconductor ETF in Q4 2023 and has held it in 11 quarters since.
Gruss & Co's VanEck Semiconductor ETF position peaked at $982K in Q3 2024.
1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Gruss & Co's 13F filing for Q2 2026, filed 5 Aug 2026.