HWM
SMH icon

HB Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

HB Wealth 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 		$4.69M Buy
7,145
+64
+0.9% +$34.9K 0.03% 289
2026
Q1 		$2.72M Buy
7,081
+390
+6% +$155K 0.02% 367
2025
Q4 		$2.41M Buy
6,691
+4
+0.1% +$1.4K 0.02% 373
2025
Q3 		$2.18M Buy
6,687
+617
+10% +$183K 0.01% 396
2025
Q2 		$1.69M Sell
6,070
-3,151
-34% -$731K 0.01% 412
2025
Q1 		$1.95M Sell
9,221
-704
-7% -$169K 0.02% 388
2024
Q4 		$2.41M Sell
9,925
-190
-2% -$47.1K 0.02% 253
2024
Q3 		$2.48M Buy
10,115
+100
+1% +$24.3K 0.03% 243
2024
Q2 		$2.61M Buy
10,015
+1,283
+15% +$301K 0.03% 228
2024
Q1 		$1.96M Buy
8,732
+2,905
+50% +$584K 0.02% 250
2023
Q4 		$1.02M Sell
5,827
-370
-6% -$57.9K 0.01% 314
2023
Q3 		$898K Buy
6,197
+1,492
+32% +$226K 0.01% 312
2023
Q2 		$716K Buy
4,705
+135
+3% +$18.2K 0.01% 347
2023
Q1 		$601K Hold
4,570
– – 0.01% 376
2022
Q4 		$464K Buy
4,570
+1,730
+61% +$176K 0.01% 414
2022
Q3 		$263K Hold
2,840
– – 0.01% 470
2022
Q2 		$289K Sell
2,840
-200
-7% -$23.2K 0.01% 445
2022
Q1 		$410K Sell
3,040
-60
-2% -$8.22K 0.01% 381
2021
Q4 		$479K Buy
+3,100
New +$448K 0.01% 318

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
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

HB Wealth Management's SMH Position: Q2 2026 in Review

HB Wealth Management increased its VanEck Semiconductor ETF (SMH) stake by 0.9% in Q2 2026, buying an estimated $34.9K and bringing the position to 7,145 shares worth $4.69M. The position accounts for 0.03% of the portfolio, ranked #289.

HB Wealth Management first reported a position in SMH in Q4 2021 and has held it in 19 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • HB Wealth Management held 7,145 shares of VanEck Semiconductor ETF worth $4.69M as of Q2 2026.
  • HB Wealth Management bought 64 VanEck Semiconductor ETF shares in Q2 2026, an estimated $34.9K.
  • VanEck Semiconductor ETF made up 0.03% of HB Wealth Management's portfolio in Q2 2026, its #289 holding.
  • HB Wealth Management first reported a position in VanEck Semiconductor ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.