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Insight Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Insight Advisors’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 		$1.37M Sell
2,089
-370
-15% -$202K 0.24% 59
2026
Q1 		$943K Buy
2,459
+81
+3% +$32.2K 0.18% 80
2025
Q4 		$857K Sell
2,378
-18
-0.8% -$6.32K 0.13% 106
2025
Q3 		$783K Buy
2,396
+91
+4% +$26.9K 0.12% 117
2025
Q2 		$643K Sell
2,305
-39
-2% -$9.04K 0.1% 128
2025
Q1 		$496K Hold
2,344
– – 0.09% 147
2024
Q4 		$574K Sell
2,344
-199
-8% -$49.4K 0.1% 141
2024
Q3 		$624K Buy
2,543
+84
+3% +$20.4K 0.11% 134
2024
Q2 		$641K Buy
2,459
+173
+8% +$40.6K 0.12% 121
2024
Q1 		$515K Buy
2,286
+1,058
+86% +$213K 0.1% 153
2023
Q4 		$215K Buy
+1,228
New +$192K 0.05% 262

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
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

Insight Advisors's SMH Position: Q2 2026 in Review

Insight Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 15% in Q2 2026, selling an estimated $202K and leaving 2,089 shares worth $1.37M. The position accounts for 0.24% of the portfolio, ranked #59.

Insight Advisors first reported a position in SMH in Q4 2023 and has held it in 11 quarters since. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Insight Advisors held 2,089 shares of VanEck Semiconductor ETF worth $1.37M as of Q2 2026.
  • Insight Advisors sold 370 VanEck Semiconductor ETF shares in Q2 2026, an estimated $202K.
  • VanEck Semiconductor ETF made up 0.24% of Insight Advisors's portfolio in Q2 2026, its #59 holding.
  • Insight Advisors first reported a position in VanEck Semiconductor ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.