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 Q2	$4.5M	Buy	6,863 +3,379	+97%	+$1.84M	0.08%	187
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	–	676
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

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

HUB Investment Partners's SMH Position: Q2 2026 in Review

HUB Investment Partners increased its VanEck Semiconductor ETF (SMH) stake by 97% in Q2 2026, buying an estimated $1.84M and bringing the position to 6,863 shares worth $4.5M. The position accounts for 0.08% of the portfolio, ranked #187.

HUB Investment Partners first reported a position in SMH in Q3 2023 and has held it in 8 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

HUB Investment Partners held 6,863 shares of VanEck Semiconductor ETF worth $4.5M as of Q2 2026.
HUB Investment Partners bought 3,379 VanEck Semiconductor ETF shares in Q2 2026, an estimated $1.84M.
VanEck Semiconductor ETF made up 0.08% of HUB Investment Partners's portfolio in Q2 2026, its #187 holding.
HUB Investment Partners first reported a position in VanEck Semiconductor ETF in Q3 2023 and has held it in 8 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.