MassMutual Private Wealth & Trust’s VanEck Semiconductor ETF SMH Stock Holding History

MassMutual Private Wealth & Trust’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	$29.5K	Buy	+45	New	+$24.6K	﹤0.01%	970
2026 Q1	–	Sell	-36	Closed	-$13K	–	2492
2025 Q4	$13K	Hold	36	–	–	﹤0.01%	1284
2025 Q3	$11.7K	Buy	+36	New	+$10.7K	﹤0.01%	1329
2025 Q1	–	Sell	-20	Closed	-$4.84K	–	2479
2024 Q4	$4.84K	Buy	+20	New	+$4.96K	﹤0.01%	1546
2023 Q3	–	Sell	-22	Closed	-$3.35K	–	2045
2023 Q2	$3.35K	Buy	+22	New	+$2.97K	﹤0.01%	1326
2015 Q4	–	Sell	-40	Closed	-$1.02K	–	965
2015 Q3	$1.02K	Buy	+40	New	+$1.02K	﹤0.01%	751
2014 Q4	–	Sell	-40	Closed	-$1.02K	–	783
2014 Q3	$1.02K	Buy	+40	New	+$1.01K	﹤0.01%	722

Other funds holding SMH

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return