Meredith Wealth Planning’s VanEck Semiconductor ETF SMH Stock Holding History

Meredith Wealth Planning’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 Q3	$904K	Sell	1,485 -11	-0.7%	-$6.3K	0.23%	41
2026 Q2	$981K	Hold	1,496	–	–	0.23%	38
2026 Q1	$574K	Hold	1,496	–	–	0.16%	43
2025 Q4	$539K	Hold	1,496	–	–	0.16%	42
2025 Q3	$488K	Sell	1,496 -9	-0.6%	-$2.66K	0.15%	44
2025 Q2	$420K	Buy	1,505 +9	+0.6%	+$2.09K	0.15%	42
2025 Q1	$316K	Hold	1,496	–	–	0.14%	39
2024 Q4	$362K	Buy	+1,496	New	+$371K	0.16%	38

Other funds holding SMH

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Meredith Wealth Planning's SMH Position: Q3 2026 in Review

Meredith Wealth Planning reduced its VanEck Semiconductor ETF (SMH) stake by 0.74% in Q3 2026, selling an estimated $6.3K and leaving 1,485 shares worth $904K. The position accounts for 0.23% of the portfolio, ranked #41.

Meredith Wealth Planning first reported a position in SMH in Q4 2024 and has held it in 8 quarters since. The position peaked at $981K in Q2 2026. 1,093 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

Meredith Wealth Planning held 1,485 shares of VanEck Semiconductor ETF worth $904K as of Q3 2026.
Meredith Wealth Planning sold 11 VanEck Semiconductor ETF shares in Q3 2026, an estimated $6.3K.
VanEck Semiconductor ETF made up 0.23% of Meredith Wealth Planning's portfolio in Q3 2026, its #41 holding.
Meredith Wealth Planning first reported a position in VanEck Semiconductor ETF in Q4 2024 and has held it in 8 quarters since.
Meredith Wealth Planning's VanEck Semiconductor ETF position peaked at $981K in Q2 2026.
1,093 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Meredith Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.