MIH
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Meitav Investment House’s VanEck Semiconductor ETF SMH Stock Holding History

Meitav Investment House’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 		$402M Sell
613,486
-291,940
-32% -$159M 2.71% 6
2026
Q1 		$347M Buy
905,426
+133,601
+17% +$53M 3.81% 5
2025
Q4 		$278M Buy
771,825
+215,536
+39% +$75.6M 3.21% 7
2025
Q3 		$181M Buy
556,289
+80,957
+17% +$24M 2.4% 10
2025
Q2 		$133M Buy
475,332
+97,941
+26% +$22.7M 1.79% 17
2025
Q1 		$79.8M Sell
377,391
-247,584
-40% -$59.3M 1.47% 21
2024
Q4 		$151M Buy
624,975
+24,516
+4% +$6.08M 2.55% 7
2024
Q3 		$147M Buy
600,459
+217,702
+57% +$52.9M 2.47% 7
2024
Q2 		$99.7M Buy
382,757
+148,707
+64% +$34.9M 1.78% 16
2024
Q1 		$52.7M Sell
234,050
-497,958
-68% -$100M 1.03% 27
2023
Q4 		$128M Buy
732,008
+371,831
+103% +$58.2M 1.88% 14
2023
Q3 		$52.3M Buy
360,177
+55,848
+18% +$8.46M 0.85% 37
2023
Q2 		$45.7M Sell
304,329
-325,287
-52% -$44M 0.73% 38
2023
Q1 		$81.7M Buy
629,616
+227,026
+56% +$27.2M 1.41% 15
2022
Q4 		$41.1M Buy
402,590
+364,750
+964% +$37.1M 0.71% 40
2022
Q3 		$3.56M Sell
37,840
-2,942
-7% -$321K 0.06% 153
2022
Q2 		$4.15M Sell
40,782
-73,942
-64% -$8.59M 0.07% 150
2022
Q1 		$15.5M Sell
114,724
-1,000
-0.9% -$137K 0.23% 87
2021
Q4 		$17.9M Sell
115,724
-284,098
-71% -$41.1M 0.29% 77
2021
Q3 		$51.2M Buy
399,822
+13,618
+4% +$1.79M 0.84% 35
2021
Q2 		$50.6M Sell
386,204
-54,604
-12% -$6.74M 1.29% 20
2021
Q1 		$53.7K Buy
+440,808
New +$52.2M 1.5% 13
2019
Q4 		– Sell
-407,814
Closed -$24.8M – 471
2019
Q3 		$24.8M Buy
407,814
+102,478
+34% +$5.93M 1.78% 14
2019
Q2 		$16.8M Buy
+305,336
New +$16.6M 1.12% 27

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

Meitav Investment House's SMH Position: Q2 2026 in Review

Meitav Investment House reduced its VanEck Semiconductor ETF (SMH) stake by 32% in Q2 2026, selling an estimated $159M and leaving 613,486 shares worth $402M. The position accounts for 2.71% of the portfolio, ranked #6.

Meitav Investment House first reported a position in SMH in Q2 2019 and has held it in 24 quarters since. 1,542 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Meitav Investment House held 613,486 shares of VanEck Semiconductor ETF worth $402M as of Q2 2026.
  • Meitav Investment House sold 291,940 VanEck Semiconductor ETF shares in Q2 2026, an estimated $159M.
  • VanEck Semiconductor ETF made up 2.71% of Meitav Investment House's portfolio in Q2 2026, its #6 holding.
  • Meitav Investment House first reported a position in VanEck Semiconductor ETF in Q2 2019 and has held it in 24 quarters since.
  • 1,542 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.