Harbor Investment Advisory’s VanEck Semiconductor ETF SMH Stock Holding History

Harbor Investment Advisory’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	$55.8K	Hold	85	–	–	﹤0.01%	727
2026 Q1	$32.6K	Sell	85 -99	-54%	-$39.3K	﹤0.01%	685
2025 Q4	$66.3K	Buy	184 +139	+309%	+$48.8K	0.01%	597
2025 Q3	$14.7K	Hold	45	–	–	﹤0.01%	841
2025 Q2	$12.6K	Hold	45	–	–	﹤0.01%	852
2025 Q1	$9.52K	Sell	45 -21	-32%	-$5.03K	﹤0.01%	879
2024 Q4	$16K	Hold	66	–	–	﹤0.01%	787
2024 Q3	$16.2K	Sell	66 -25	-27%	-$6.08K	﹤0.01%	784
2024 Q2	$23.7K	Buy	+91	New	+$21.3K	﹤0.01%	717
2023 Q2	–	Sell	-200	Closed	-$26.3K	–	1374
2023 Q1	$26.3K	Buy	+200	New	+$24K	﹤0.01%	858

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

Harbor Investment Advisory's SMH Position: Q2 2026 in Review

Harbor Investment Advisory held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 85 shares worth $55.8K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Harbor Investment Advisory first reported a position in SMH in Q1 2023 and has held it in 10 quarters since. The position peaked at $66.3K in Q4 2025. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Harbor Investment Advisory held 85 shares of VanEck Semiconductor ETF worth $55.8K as of Q2 2026.
Harbor Investment Advisory left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
VanEck Semiconductor ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #727 holding.
Harbor Investment Advisory first reported a position in VanEck Semiconductor ETF in Q1 2023 and has held it in 10 quarters since.
Harbor Investment Advisory's VanEck Semiconductor ETF position peaked at $66.3K in Q4 2025.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.