Kovitz Investment Group Partners’s VanEck Semiconductor ETF SMH Stock Holding History

Kovitz Investment Group 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
2025 Q4	–	Sell	-3,871	Closed	-$1.26M	–	1188
2025 Q3	$1.26M	Buy	3,871 +361	+10%	+$107K	﹤0.01%	782
2025 Q2	$979K	Buy	3,510 +43	+1%	+$9.97K	﹤0.01%	809
2025 Q1	$733K	Sell	3,467 -10,118	-74%	-$2.43M	﹤0.01%	817
2024 Q4	$3.29M	Buy	13,585 +9,288	+216%	+$2.3M	0.02%	482
2024 Q3	$456K	Buy	+4,297	New	+$1.04M	﹤0.01%	770
2017 Q2	–	Sell	-13,800	Closed	-$550K	–	166
2017 Q1	$550K	Buy	+13,800	New	+$525K	0.03%	92

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kovitz Investment Group Partners's SMH Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of VanEck Semiconductor ETF (SMH) in Q4 2025, closing a stake of 3,871 shares — an estimated $1.26M sold.

Kovitz Investment Group Partners first reported a position in SMH in Q1 2017 and held it in 6 quarters. The position peaked at $3.29M in Q4 2024. 1,207 funds tracked by Wall St. Rank hold SMH as of Q4 2025.

Kovitz Investment Group Partners reported no remaining VanEck Semiconductor ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 3,871 VanEck Semiconductor ETF shares in Q4 2025, an estimated $1.26M.
Kovitz Investment Group Partners first reported a position in VanEck Semiconductor ETF in Q1 2017 and held it in 6 quarters.
Kovitz Investment Group Partners's VanEck Semiconductor ETF position peaked at $3.29M in Q4 2024.
1,207 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.