Measured Wealth Private Client Group’s VanEck Semiconductor ETF SMH Stock Holding History

Measured Wealth Private Client Group’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	$16.4M	Sell	24,944 -1,993	-7%	-$1.09M	3.95%	7
2026 Q1	$10.3M	Buy	26,937 +555	+2%	+$220K	2.82%	10
2025 Q4	$9.5M	Buy	26,382 +25,810	+4,512%	+$9.06M	2.51%	10
2025 Q3	$187K	Buy	+572	New	+$169K	0.05%	189
2025 Q1	–	Sell	-945	Closed	-$229K	–	191
2024 Q4	$229K	Sell	945 -142	-13%	-$35.2K	0.07%	160
2024 Q3	$267K	Hold	1,087	–	–	0.09%	147
2024 Q2	$283K	Sell	1,087 -822	-43%	-$193K	0.1%	153
2024 Q1	$430K	Sell	1,909 -2,424	-56%	-$487K	0.15%	107
2023 Q4	$758K	Buy	4,333 +1,113	+35%	+$174K	0.28%	58
2023 Q3	$467K	Sell	3,220 -576	-15%	-$87.2K	0.19%	85
2023 Q2	$578K	Sell	3,796 -632	-14%	-$85.4K	0.22%	72
2023 Q1	$583K	Buy	+4,428	New	+$531K	0.22%	63
2018 Q4	–	Sell	-202	Closed	-$10K	–	604
2018 Q3	$10K	Buy	+202	New	+$10.7K	0.01%	624

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

Measured Wealth Private Client Group's SMH Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its VanEck Semiconductor ETF (SMH) stake by 7.4% in Q2 2026, selling an estimated $1.09M and leaving 24,944 shares worth $16.4M. The position accounts for 3.95% of the portfolio, ranked #7.

Measured Wealth Private Client Group first reported a position in SMH in Q3 2018 and has held it in 13 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Measured Wealth Private Client Group held 24,944 shares of VanEck Semiconductor ETF worth $16.4M as of Q2 2026.
Measured Wealth Private Client Group sold 1,993 VanEck Semiconductor ETF shares in Q2 2026, an estimated $1.09M.
VanEck Semiconductor ETF made up 3.95% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #7 holding.
Measured Wealth Private Client Group first reported a position in VanEck Semiconductor ETF in Q3 2018 and has held it in 13 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.