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 Q2	$9.84K	Buy	15 +1	+7%	+$546	﹤0.01%	745
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 $1.55T 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

Medallion Wealth Advisors's SMH Position: Q2 2026 in Review

Medallion Wealth Advisors increased its VanEck Semiconductor ETF (SMH) stake by 7.1% in Q2 2026, buying an estimated $546 and bringing the position to 15 shares worth $9.84K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Medallion Wealth Advisors first reported a position in SMH in Q4 2024 and has held it in 7 quarters since. 1,555 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Medallion Wealth Advisors held 15 shares of VanEck Semiconductor ETF worth $9.84K as of Q2 2026.
Medallion Wealth Advisors bought 1 VanEck Semiconductor ETF share in Q2 2026, an estimated $546.
VanEck Semiconductor ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #745 holding.
Medallion Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
1,555 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.