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

Horizon 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 Q1	$24.7M	Buy	64,522 +23,815	+59%	+$9.46M	3.63%	8
2025 Q4	$14.7M	Buy	40,707 +5,016	+14%	+$1.76M	2.28%	15
2025 Q3	$11.6M	Buy	35,691 +280	+0.8%	+$82.9K	1.71%	18
2025 Q2	$9.88M	Sell	35,411 -29,728	-46%	-$6.89M	1.73%	16
2025 Q1	$13.8M	Buy	65,139 +984	+2%	+$236K	2.32%	15
2024 Q4	$15.5M	Sell	64,155 -8,969	-12%	-$2.23M	2.7%	11
2024 Q3	$17.9M	Buy	73,124 +16,036	+28%	+$3.9M	3.58%	12
2024 Q2	$14.9M	Buy	57,088 +10,335	+22%	+$2.42M	3.55%	10
2024 Q1	$10.5M	Sell	46,753 -11,594	-20%	-$2.33M	2.74%	12
2023 Q4	$10.2M	Buy	+58,347	New	+$9.13M	2.84%	12
2023 Q3	–	Sell	-42,095	Closed	-$6.41M	–	84
2023 Q2	$6.41M	Buy	+42,095	New	+$5.69M	2.53%	11
2022 Q3	–	Sell	-11,834	Closed	-$1.21M	–	102
2022 Q2	$1.21M	Sell	11,834 -418	-3%	-$48.5K	0.5%	29
2022 Q1	$1.65M	Buy	+12,252	New	+$1.68M	0.51%	27

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Horizon Wealth Management's SMH Position: Q1 2026 in Review

Horizon Wealth Management increased its VanEck Semiconductor ETF (SMH) stake by 59% in Q1 2026, buying an estimated $9.46M and bringing the position to 64,522 shares worth $24.7M. The position accounts for 3.63% of the portfolio, ranked #8.

Horizon Wealth Management first reported a position in SMH in Q1 2022 and has held it in 13 quarters since. 1,298 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Horizon Wealth Management held 64,522 shares of VanEck Semiconductor ETF worth $24.7M as of Q1 2026.
Horizon Wealth Management bought 23,815 VanEck Semiconductor ETF shares in Q1 2026, an estimated $9.46M.
VanEck Semiconductor ETF made up 3.63% of Horizon Wealth Management's portfolio in Q1 2026, its #8 holding.
Horizon Wealth Management first reported a position in VanEck Semiconductor ETF in Q1 2022 and has held it in 13 quarters since.
1,298 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.