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 Q2	$4.98M	Buy	7,600 +1,000	+15%	+$546K	0.01%	503
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 $1.55T 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

Lido Advisors's SMH Position: Q2 2026 in Review

Lido Advisors increased its VanEck Semiconductor ETF (SMH) stake by 6.1% in Q2 2026, buying an estimated $856K and bringing the position to 27,384 shares worth $18M. The position accounts for 0.05% of the portfolio, ranked #243.

Lido Advisors first reported a position in SMH in Q3 2020 and has held it in 24 quarters since. The position peaked at $18.6M in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Lido Advisors held 27,384 shares of VanEck Semiconductor ETF worth $18M as of Q2 2026.
Lido Advisors bought 1,569 VanEck Semiconductor ETF shares in Q2 2026, an estimated $856K.
VanEck Semiconductor ETF made up 0.05% of Lido Advisors's portfolio in Q2 2026, its #243 holding.
Lido Advisors first reported a position in VanEck Semiconductor ETF in Q3 2020 and has held it in 24 quarters since.
Lido Advisors's VanEck Semiconductor ETF position peaked at $18.6M in Q4 2025.
1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.