Lido Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Lido Advisors’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 Q1	$2.53M	Sell	6,600 -1,800	-21%	-$715K	0.01%	641
2025 Q4	$3.03M	Hold	8,400	–	–	0.01%	596
2025 Q3	$2.74M	Hold	8,400	–	–	0.01%	604
2025 Q2	$2.34M	Buy	8,400 +5,800	+223%	+$1.34M	0.01%	544
2025 Q1	$550K	Hold	2,600	–	–	﹤0.01%	992
2024 Q4	$630K	Sell	2,600 -1,400	-35%	-$347K	﹤0.01%	935
2024 Q3	$982K	Hold	4,000	–	–	﹤0.01%	716
2024 Q2	$1.04M	Buy	4,000 +2,900	+264%	+$680K	0.01%	651
2024 Q1	$247K	Sell	1,100 -4,000	-78%	-$804K	﹤0.01%	1175
2023 Q4	$892K	Hold	5,100	–	–	0.01%	657
2023 Q3	$739K	Buy	5,100 +1,100	+28%	+$167K	0.01%	630
2023 Q2	$609K	Buy	+4,000	New	+$540K	﹤0.01%	673
2023 Q1	–	Sell	-4,000	Closed	-$406K	–	1239
2022 Q4	$406K	Hold	4,000	–	–	﹤0.01%	680
2022 Q3	$370K	Hold	4,000	–	–	﹤0.01%	654
2022 Q2	$407K	Buy	+4,000	New	+$465K	0.01%	607

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

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Lido Advisors's SMH Position: Q1 2026 in Review

Lido Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 54% in Q1 2026, selling an estimated $12.3M and leaving 25,815 shares worth $9.9M. The position accounts for 0.03% of the portfolio, ranked #319.

Lido Advisors first reported a position in SMH in Q3 2020 and has held it in 23 quarters since. The position peaked at $18.6M in Q4 2025. 1,297 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Lido Advisors held 25,815 shares of VanEck Semiconductor ETF worth $9.9M as of Q1 2026.
Lido Advisors sold 30,895 VanEck Semiconductor ETF shares in Q1 2026, an estimated $12.3M.
VanEck Semiconductor ETF made up 0.03% of Lido Advisors's portfolio in Q1 2026, its #319 holding.
Lido Advisors first reported a position in VanEck Semiconductor ETF in Q3 2020 and has held it in 23 quarters since.
Lido Advisors's VanEck Semiconductor ETF position peaked at $18.6M in Q4 2025.
1,297 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.