HIP
SMH icon

HUB Investment Partners’s VanEck Semiconductor ETF SMH Stock Holding History

HUB Investment Partners’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 		$1.34M Buy
3,484
+310
+10% +$123K 0.03% 313
2025
Q4 		$1.14M Buy
3,174
+2,371
+295% +$832K 0.03% 282
2025
Q3 		$262K Sell
803
-253
-24% -$74.9K 0.01% 595
2025
Q2 		$295K Buy
+1,056
New +$245K 0.01% 518
2025
Q1 		– Sell
-967
Closed -$234K – 677
2024
Q4 		$234K Buy
967
+100
+12% +$24.8K 0.01% 463
2024
Q3 		$213K Buy
+867
New +$211K 0.01% 465
2023
Q4 		– Sell
-418
Closed -$60.5K – 424
2023
Q3 		$60.5K Buy
+418
New +$63.3K 0.01% 257
2022
Q1 		– Hold
0
– – – 215
2021
Q4 		– Hold
0
– – – 246
2021
Q3 		– Hold
0
– – – 237

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return