Logan Capital Management’s VanEck Semiconductor ETF SMH Stock Holding History

Logan Capital Management’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	$9.3K	Buy	+14	New	+$7.64K	﹤0.01%	352
2025 Q4	–	Sell	-14	Closed	-$4.62K	–	440
2025 Q3	$4.62K	Hold	14	–	–	﹤0.01%	381
2025 Q2	$3.94K	Hold	14	–	–	﹤0.01%	380
2025 Q1	$2.99K	Hold	14	–	–	﹤0.01%	478
2024 Q4	$3.42K	Hold	14	–	–	﹤0.01%	442
2024 Q3	$3.46K	Hold	14	–	–	﹤0.01%	436
2024 Q2	$3.67K	Hold	14	–	–	﹤0.01%	419
2024 Q1	$3.17K	Hold	14	–	–	﹤0.01%	431
2023 Q4	$2.46K	Buy	+14	New	+$2.19K	﹤0.01%	450

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

Logan Capital Management's SMH Position: Q2 2026 in Review

Logan Capital Management opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2026: 14 shares worth $9.3K. The stake represents ﹤0.01% of the portfolio and ranks #352 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in SMH as recently as Q3 2025.

Logan Capital Management first reported a position in SMH in Q4 2023 and has held it in 9 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Logan Capital Management held 14 shares of VanEck Semiconductor ETF worth $9.3K as of Q2 2026.
VanEck Semiconductor ETF was a new Logan Capital Management position in Q2 2026.
VanEck Semiconductor ETF made up ﹤0.01% of Logan Capital Management's portfolio in Q2 2026, its #352 holding.
Logan Capital Management first reported a position in VanEck Semiconductor ETF in Q4 2023 and has held it in 9 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.