Madrona Financial Services’s VanEck Semiconductor ETF SMH Stock Holding History

Madrona Financial Services’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	$13.9M	Buy	21,240 +282	+1%	+$154K	2.57%	15
2026 Q1	$8.04M	Sell	20,958 -5,303	-20%	-$2.11M	1.76%	20
2025 Q4	$9.46M	Sell	26,261 -581	-2%	-$204K	2.02%	16
2025 Q3	$8.76M	Sell	26,842 -100	-0.4%	-$29.6K	1.93%	16
2025 Q2	$7.51M	Sell	26,942 -925	-3%	-$214K	1.8%	16
2025 Q1	$5.89M	Buy	27,867 +13,271	+91%	+$3.18M	1.62%	16
2024 Q4	$3.53M	Buy	14,596 +12,030	+469%	+$2.98M	0.96%	28
2024 Q3	$630K	Buy	2,566 +1,196	+87%	+$291K	0.18%	49
2024 Q2	$357K	Buy	+1,370	New	+$321K	0.11%	63

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

Madrona Financial Services's SMH Position: Q2 2026 in Review

Madrona Financial Services increased its VanEck Semiconductor ETF (SMH) stake by 1.3% in Q2 2026, buying an estimated $154K and bringing the position to 21,240 shares worth $13.9M. The position accounts for 2.57% of the portfolio, ranked #15.

Madrona Financial Services first reported a position in SMH in Q2 2024 and has held it in 9 quarters since. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Madrona Financial Services held 21,240 shares of VanEck Semiconductor ETF worth $13.9M as of Q2 2026.
Madrona Financial Services bought 282 VanEck Semiconductor ETF shares in Q2 2026, an estimated $154K.
VanEck Semiconductor ETF made up 2.57% of Madrona Financial Services's portfolio in Q2 2026, its #15 holding.
Madrona Financial Services first reported a position in VanEck Semiconductor ETF in Q2 2024 and has held it in 9 quarters since.
1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.