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Means Investment Company’s VanEck Semiconductor ETF SMH Stock Holding History

Means Investment Company’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 		$13.8M Buy
21,094
+3,117
+17% +$1.7M 1.04% 20
2026
Q1 		$6.89M Buy
17,977
+927
+5% +$368K 0.6% 26
2025
Q4 		$6.14M Buy
17,050
+1,783
+12% +$626K 0.52% 28
2025
Q3 		$4.98M Sell
15,267
-1,460
-9% -$432K 0.43% 33
2025
Q2 		$4.66M Sell
16,727
-2,139
-11% -$496K 0.44% 36
2025
Q1 		$3.99M Sell
18,866
-533
-3% -$128K 0.42% 38
2024
Q4 		$4.7M Buy
19,399
+1,453
+8% +$360K 0.49% 37
2024
Q3 		$4.4M Buy
17,946
+2,379
+15% +$578K 0.49% 35
2024
Q2 		$4.06M Buy
15,567
+2,131
+16% +$500K 0.49% 36
2024
Q1 		$3.02M Buy
13,436
+3,181
+31% +$640K 0.39% 44
2023
Q4 		$1.79M Sell
10,255
-75
-0.7% -$11.7K 0.26% 65
2023
Q3 		$1.5M Sell
10,330
-1,159
-10% -$176K 0.25% 69
2023
Q2 		$1.75M Buy
11,489
+249
+2% +$33.6K 0.28% 65
2023
Q1 		$1.48M Buy
11,240
+5,640
+101% +$676K 0.26% 73
2022
Q4 		$568K Sell
5,600
-582
-9% -$59.2K 0.11% 108
2022
Q3 		$572K Sell
6,182
-86
-1% -$9.38K 0.12% 103
2022
Q2 		$638K Sell
6,268
-228
-4% -$26.5K 0.14% 98
2022
Q1 		$876K Sell
6,496
-182
-3% -$24.9K 0.16% 90
2021
Q4 		$1.03M Buy
6,678
+668
+11% +$96.6K 0.18% 83
2021
Q3 		$770K Sell
6,010
-46
-0.8% -$6.06K 0.15% 90
2021
Q2 		$794K Sell
6,056
-38
-0.6% -$4.69K 0.16% 88
2021
Q1 		$742K Sell
6,094
-30
-0.5% -$3.55K 0.17% 88
2020
Q4 		$771K Sell
6,124
-28
-0.5% -$2.77K 0.18% 84
2020
Q3 		$606K Sell
6,152
-182
-3% -$15.3K 0.17% 80
2020
Q2 		$530K Sell
6,334
-46
-0.7% -$3.16K 0.17% 80
2020
Q1 		$416K Sell
6,380
-938
-13% -$63.2K 0.16% 81
2019
Q4 		$534K Sell
7,318
-122
-2% -$7.99K 0.18% 77
2019
Q3 		$494K Sell
7,440
-236
-3% -$13.7K 0.19% 86
2019
Q2 		$425K Sell
7,676
-44
-0.6% -$2.39K 0.17% 87
2019
Q1 		$410K Buy
7,720
+484
+7% +$24K 0.18% 91
2018
Q4 		$316K Buy
+7,236
New +$340K 0.17% 101

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
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

Means Investment Company's SMH Position: Q2 2026 in Review

Means Investment Company increased its VanEck Semiconductor ETF (SMH) stake by 17% in Q2 2026, buying an estimated $1.7M and bringing the position to 21,094 shares worth $13.8M. The position accounts for 1.04% of the portfolio, ranked #20.

Means Investment Company first reported a position in SMH in Q4 2018 and has held it in 31 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Means Investment Company held 21,094 shares of VanEck Semiconductor ETF worth $13.8M as of Q2 2026.
  • Means Investment Company bought 3,117 VanEck Semiconductor ETF shares in Q2 2026, an estimated $1.7M.
  • VanEck Semiconductor ETF made up 1.04% of Means Investment Company's portfolio in Q2 2026, its #20 holding.
  • Means Investment Company first reported a position in VanEck Semiconductor ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.