Keudell/Morrison Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Keudell/Morrison Wealth 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	$2.16M	Hold	3,290	–	–	0.41%	44
2026 Q1	$1.26M	Hold	3,290	–	–	0.26%	63
2025 Q4	$1.18M	Buy	+3,290	New	+$1.15M	0.25%	64
2025 Q2	$918K	Hold	3,290	–	–	0.2%	75
2025 Q1	$696K	Hold	3,290	–	–	0.16%	85
2024 Q4	$797K	Hold	3,290	–	–	0.21%	78
2024 Q3	$808K	Hold	3,290	–	–	0.22%	79
2024 Q2	$858K	Sell	3,290 -5	-0.2%	-$1.17K	0.25%	72
2024 Q1	$741K	Buy	3,295 +5	+0.2%	+$1K	0.22%	83
2023 Q4	$575K	Sell	3,290 -5	-0.2%	-$783	0.19%	94
2023 Q3	$478K	Buy	3,295 +5	+0.2%	+$757	0.15%	102
2023 Q2	$501K	Hold	3,290	–	–	0.14%	102
2023 Q1	$433K	Hold	3,290	–	–	0.13%	104
2022 Q4	$334K	Hold	3,290	–	–	0.11%	129
2022 Q3	$305K	Hold	3,290	–	–	0.11%	135
2022 Q2	$335K	Hold	3,290	–	–	0.12%	126
2022 Q1	$444K	Hold	3,290	–	–	0.19%	106
2021 Q4	$508K	Hold	3,290	–	–	0.2%	98
2021 Q3	$422K	Hold	3,290	–	–	0.18%	114
2021 Q2	$431K	Buy	+3,290	New	+$406K	0.24%	107

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

Keudell/Morrison Wealth Management's SMH Position: Q2 2026 in Review

Keudell/Morrison Wealth Management held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 3,290 shares worth $2.16M. The position accounts for 0.41% of the portfolio, ranked #44.

Keudell/Morrison Wealth Management first reported a position in SMH in Q2 2021 and has held it in 20 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Keudell/Morrison Wealth Management held 3,290 shares of VanEck Semiconductor ETF worth $2.16M as of Q2 2026.
Keudell/Morrison Wealth Management left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
VanEck Semiconductor ETF made up 0.41% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #44 holding.
Keudell/Morrison Wealth Management first reported a position in VanEck Semiconductor ETF in Q2 2021 and has held it in 20 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.