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Leeward Financial Partners’s VanEck Semiconductor ETF SMH Stock Holding History

Leeward Financial 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
2026
Q2 		$3.95M Sell
6,017
-1,491
-20% -$814K 1.04% 35
2026
Q1 		$2.88M Buy
7,508
+6,191
+470% +$2.46M 0.86% 39
2025
Q4 		$474K Sell
1,317
-5
-0.4% -$1.75K 0.13% 64
2025
Q3 		$431K Buy
1,322
+148
+13% +$43.8K 0.12% 71
2025
Q2 		$327K Sell
1,174
-29
-2% -$6.72K 0.1% 79
2025
Q1 		$254K Sell
1,203
-138
-10% -$33.1K 0.1% 74
2024
Q4 		$325K Hold
1,341
– – 0.12% 71
2024
Q3 		$329K Buy
1,341
+12
+0.9% +$2.92K 0.12% 71
2024
Q2 		$346K Buy
1,329
+25
+2% +$5.86K 0.14% 65
2024
Q1 		$293K Sell
1,304
-382
-23% -$76.8K 0.12% 74
2023
Q4 		$295K Sell
1,686
-437
-21% -$68.4K 0.14% 72
2023
Q3 		$308K Buy
2,123
+265
+14% +$40.1K 0.17% 63
2023
Q2 		$283K Sell
1,858
-182
-9% -$24.6K 0.16% 73
2023
Q1 		$268K Hold
2,040
– – 0.16% 65
2022
Q4 		$207K Sell
2,040
-322
-14% -$32.7K 0.14% 65
2022
Q3 		$219K Buy
2,362
+136
+6% +$14.8K 0.16% 63
2022
Q2 		$227K Buy
2,226
+174
+8% +$20.2K 0.16% 64
2022
Q1 		$277K Buy
2,052
+546
+36% +$74.8K 0.17% 61
2021
Q4 		$233K Buy
+1,506
New +$218K 0.15% 64

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

Leeward Financial Partners's SMH Position: Q2 2026 in Review

Leeward Financial Partners reduced its VanEck Semiconductor ETF (SMH) stake by 20% in Q2 2026, selling an estimated $814K and leaving 6,017 shares worth $3.95M. The position accounts for 1.04% of the portfolio, ranked #35.

Leeward Financial Partners first reported a position in SMH in Q4 2021 and has held it in 19 quarters since. 1,542 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Leeward Financial Partners held 6,017 shares of VanEck Semiconductor ETF worth $3.95M as of Q2 2026.
  • Leeward Financial Partners sold 1,491 VanEck Semiconductor ETF shares in Q2 2026, an estimated $814K.
  • VanEck Semiconductor ETF made up 1.04% of Leeward Financial Partners's portfolio in Q2 2026, its #35 holding.
  • Leeward Financial Partners first reported a position in VanEck Semiconductor ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,542 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.