Kathleen S. Wright Associates’s VanEck Semiconductor ETF SMH Stock Holding History

Kathleen S. Wright Associates’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
2025 Q3	$32.6K	Hold	100	–	–	0.01%	167
2025 Q2	$27.9K	Hold	100	–	–	0.01%	181
2025 Q1	$21.1K	Hold	100	–	–	0.01%	188
2024 Q4	$24.2K	Hold	100	–	–	0.01%	184
2024 Q3	$24.5K	Hold	100	–	–	0.01%	199
2024 Q2	$26.1K	Hold	100	–	–	0.01%	166
2024 Q1	$22.5K	Hold	100	–	–	0.01%	160
2023 Q4	$17.5K	Buy	+100	New	+$15.7K	0.01%	148

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Kathleen S. Wright Associates's SMH Position: Q3 2025 in Review

Kathleen S. Wright Associates held its VanEck Semiconductor ETF (SMH) position steady in Q3 2025 at 100 shares worth $32.6K. The position accounts for 0.01% of the portfolio, ranked #167.

Kathleen S. Wright Associates first reported a position in SMH in Q4 2023 and has held it in 8 quarters since. 1,062 funds tracked by Wall St. Rank hold SMH as of Q3 2025.

Kathleen S. Wright Associates held 100 shares of VanEck Semiconductor ETF worth $32.6K as of Q3 2025.
Kathleen S. Wright Associates left its VanEck Semiconductor ETF share count unchanged in Q3 2025.
VanEck Semiconductor ETF made up 0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #167 holding.
Kathleen S. Wright Associates first reported a position in VanEck Semiconductor ETF in Q4 2023 and has held it in 8 quarters since.
1,062 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.