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 Q2	$3.04M	Sell	4,634 -59,888	-93%	-$32.7M	0.39%	36
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 $1.55T 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

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

Horizon Wealth Management reduced its VanEck Semiconductor ETF (SMH) stake by 93% in Q2 2026, selling an estimated $32.7M and leaving 4,634 shares worth $3.04M. The position accounts for 0.39% of the portfolio, ranked #36.

Horizon Wealth Management first reported a position in SMH in Q1 2022 and has held it in 14 quarters since. The position peaked at $24.7M in Q1 2026. 1,553 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Horizon Wealth Management held 4,634 shares of VanEck Semiconductor ETF worth $3.04M as of Q2 2026.
Horizon Wealth Management sold 59,888 VanEck Semiconductor ETF shares in Q2 2026, an estimated $32.7M.
VanEck Semiconductor ETF made up 0.39% of Horizon Wealth Management's portfolio in Q2 2026, its #36 holding.
Horizon Wealth Management first reported a position in VanEck Semiconductor ETF in Q1 2022 and has held it in 14 quarters since.
Horizon Wealth Management's VanEck Semiconductor ETF position peaked at $24.7M in Q1 2026.
1,553 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.