McDonald Partners
SMH icon

McDonald Partners’s VanEck Semiconductor ETF SMH Stock Holding History

McDonald Partners’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
Q3 		$468K Buy
769
+150
+24% +$85.9K 0.11% 154
2026
Q2 		$406K Sell
619
-118
-16% -$64.4K 0.1% 170
2026
Q1 		$283K Buy
737
+13
+2% +$5.16K 0.07% 190
2025
Q4 		$261K Sell
724
-84
-10% -$29.5K 0.08% 188
2025
Q3 		$264K Sell
808
-143
-15% -$42.3K 0.08% 199
2025
Q2 		$266K Sell
951
-4
-0.4% -$927 0.06% 221
2025
Q1 		$202K Buy
+955
New +$229K 0.05% 235

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Citigroup
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JP Morgan Chase
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BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

McDonald Partners's SMH Position: Q3 2026 in Review

McDonald Partners increased its VanEck Semiconductor ETF (SMH) stake by 24% in Q3 2026, buying an estimated $85.9K and bringing the position to 769 shares worth $468K. The position accounts for 0.11% of the portfolio, ranked #154.

McDonald Partners first reported a position in SMH in Q1 2025 and has held it in 7 quarters since. 1,233 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • McDonald Partners held 769 shares of VanEck Semiconductor ETF worth $468K as of Q3 2026.
  • McDonald Partners bought 150 VanEck Semiconductor ETF shares in Q3 2026, an estimated $85.9K.
  • VanEck Semiconductor ETF made up 0.11% of McDonald Partners's portfolio in Q3 2026, its #154 holding.
  • McDonald Partners first reported a position in VanEck Semiconductor ETF in Q1 2025 and has held it in 7 quarters since.
  • 1,233 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on McDonald Partners's 13F filing for Q3 2026, filed 3 Nov 2026.