Lodestar Private Asset Management’s VanEck Semiconductor ETF SMH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.39M Buy
2,117
+60
+3% +$32.7K 0.12% 91
2026
Q1
$789K Sell
2,057
-77
-4% -$30.6K 0.08% 120
2025
Q4
$768K Sell
2,134
-48
-2% -$16.8K 0.08% 121
2025
Q3
$712K Sell
2,182
-2,325
-52% -$688K 0.07% 126
2025
Q2
$1.26M Sell
4,507
-843
-16% -$195K 0.14% 87
2025
Q1
$1.13M Sell
5,350
-160
-3% -$38.4K 0.14% 93
2024
Q4
$1.33M Buy
5,510
+126
+2% +$31.3K 0.17% 89
2024
Q3
$1.32M Buy
5,384
+140
+3% +$34K 0.17% 89
2024
Q2
$1.37M Buy
5,244
+356
+7% +$83.5K 0.19% 86
2024
Q1
$1.1M Buy
4,888
+486
+11% +$97.7K 0.16% 91
2023
Q4
$770K Buy
4,402
+2,452
+126% +$384K 0.12% 104
2023
Q3
$283K Buy
+1,950
New +$295K 0.05% 159

Other funds holding SMH

Lodestar Private Asset Management's SMH Position: Q2 2026 in Review

Lodestar Private Asset Management increased its VanEck Semiconductor ETF (SMH) stake by 2.9% in Q2 2026, buying an estimated $32.7K and bringing the position to 2,117 shares worth $1.39M. The position accounts for 0.12% of the portfolio, ranked #91.

Lodestar Private Asset Management first reported a position in SMH in Q3 2023 and has held it in 12 quarters since. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Lodestar Private Asset Management held 2,117 shares of VanEck Semiconductor ETF worth $1.39M as of Q2 2026.
  • Lodestar Private Asset Management bought 60 VanEck Semiconductor ETF shares in Q2 2026, an estimated $32.7K.
  • VanEck Semiconductor ETF made up 0.12% of Lodestar Private Asset Management's portfolio in Q2 2026, its #91 holding.
  • Lodestar Private Asset Management first reported a position in VanEck Semiconductor ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.