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Hengehold Capital Management’s VanEck Semiconductor ETF SMH Stock Holding History

Hengehold Capital 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
2025
Q4 		– Sell
-777
Closed -$254K – 225
2025
Q3 		$254K Buy
777
+23
+3% +$6.81K 0.02% 194
2025
Q2 		$210K Buy
+754
New +$175K 0.02% 206

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hengehold Capital Management's SMH Position: Q4 2025 in Review

Hengehold Capital Management sold out of VanEck Semiconductor ETF (SMH) in Q4 2025, closing a stake of 777 shares — an estimated $254K sold.

Hengehold Capital Management first reported a position in SMH in Q2 2025 and held it in 2 quarters. The position peaked at $254K in Q3 2025. 1,208 funds tracked by Wall St. Rank hold SMH as of Q4 2025.

  • Hengehold Capital Management reported no remaining VanEck Semiconductor ETF position as of Q4 2025 after selling out during the quarter.
  • Hengehold Capital Management sold 777 VanEck Semiconductor ETF shares in Q4 2025, an estimated $254K.
  • Hengehold Capital Management first reported a position in VanEck Semiconductor ETF in Q2 2025 and held it in 2 quarters.
  • Hengehold Capital Management's VanEck Semiconductor ETF position peaked at $254K in Q3 2025.
  • 1,208 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2025.

Based on Hengehold Capital Management's 13F filing for Q4 2025, filed 15 Jan 2026.