Medallion Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Medallion Wealth Advisors’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 Q1	$5.37K	Hold	14	–	–	﹤0.01%	859
2025 Q4	$5.04K	Hold	14	–	–	﹤0.01%	859
2025 Q3	$4.57K	Hold	14	–	–	﹤0.01%	868
2025 Q2	$3.86K	Hold	14	–	–	﹤0.01%	875
2025 Q1	$2.98K	Hold	14	–	–	﹤0.01%	867
2024 Q4	$3.39K	Buy	+14	New	+$3.47K	﹤0.01%	790

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Medallion Wealth Advisors's SMH Position: Q1 2026 in Review

Medallion Wealth Advisors held its VanEck Semiconductor ETF (SMH) position steady in Q1 2026 at 14 shares worth $5.37K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Medallion Wealth Advisors first reported a position in SMH in Q4 2024 and has held it in 6 quarters since. 1,298 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Medallion Wealth Advisors held 14 shares of VanEck Semiconductor ETF worth $5.37K as of Q1 2026.
Medallion Wealth Advisors left its VanEck Semiconductor ETF share count unchanged in Q1 2026.
VanEck Semiconductor ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #859 holding.
Medallion Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q4 2024 and has held it in 6 quarters since.
1,298 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.