Hendershot Investments’s VanEck Semiconductor ETF SMH Stock Holding History

Hendershot 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 Q2	$471K	Sell	718 -82	-10%	-$44.7K	0.06%	88
2026 Q1	$307K	Hold	800	–	–	0.04%	102
2025 Q4	$288K	Hold	800	–	–	0.04%	99
2025 Q3	$261K	Hold	800	–	–	0.03%	106
2025 Q2	$223K	Buy	+800	New	+$185K	0.03%	111

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

Hendershot Investments's SMH Position: Q2 2026 in Review

Hendershot Investments reduced its VanEck Semiconductor ETF (SMH) stake by 10% in Q2 2026, selling an estimated $44.7K and leaving 718 shares worth $471K. The position accounts for 0.06% of the portfolio, ranked #88.

Hendershot Investments first reported a position in SMH in Q2 2025 and has held it in 5 quarters since. 1,554 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Hendershot Investments held 718 shares of VanEck Semiconductor ETF worth $471K as of Q2 2026.
Hendershot Investments sold 82 VanEck Semiconductor ETF shares in Q2 2026, an estimated $44.7K.
VanEck Semiconductor ETF made up 0.06% of Hendershot Investments's portfolio in Q2 2026, its #88 holding.
Hendershot Investments first reported a position in VanEck Semiconductor ETF in Q2 2025 and has held it in 5 quarters since.
1,554 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Hendershot Investments's 13F filing for Q2 2026, filed 12 Aug 2026.