Kanawha Capital Management’s VanEck Semiconductor ETF SMH Stock Holding History

Kanawha Capital 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	$637K	Hold	971	–	–	0.04%	153
2026 Q1	$372K	Hold	971	–	–	0.03%	175
2025 Q4	$350K	Sell	971 -50	-5%	-$17.5K	0.02%	178
2025 Q3	$333K	Hold	1,021	–	–	0.02%	179
2025 Q2	$285K	Hold	1,021	–	–	0.02%	185
2025 Q1	$216K	Hold	1,021	–	–	0.02%	207
2024 Q4	$247K	Hold	1,021	–	–	0.02%	195
2024 Q3	$251K	Hold	1,021	–	–	0.02%	210
2024 Q2	$266K	Buy	+1,021	New	+$239K	0.02%	199

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

Kanawha Capital Management's SMH Position: Q2 2026 in Review

Kanawha Capital Management held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 971 shares worth $637K. The position accounts for 0.04% of the portfolio, ranked #153.

Kanawha Capital Management first reported a position in SMH in Q2 2024 and has held it in 9 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Kanawha Capital Management held 971 shares of VanEck Semiconductor ETF worth $637K as of Q2 2026.
Kanawha Capital Management left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
VanEck Semiconductor ETF made up 0.04% of Kanawha Capital Management's portfolio in Q2 2026, its #153 holding.
Kanawha Capital Management first reported a position in VanEck Semiconductor ETF in Q2 2024 and has held it in 9 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Kanawha Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.