Mezzasalma Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Mezzasalma 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	$6.75M	Buy	22,086 +6,273	+40%	+$3.42M	1.36%	19
2026 Q1	$3.42M	Buy	15,813 +654	+4%	+$260K	0.87%	29
2025 Q4	$3.38M	Buy	15,159 +6,130	+68%	+$2.15M	0.81%	32
2025 Q3	$2.95M	Buy	9,029 +51	+0.6%	+$15.1K	0.75%	33
2025 Q2	$2.5M	Buy	8,978 +140	+2%	+$32.5K	0.75%	33
2025 Q1	$1.87M	Buy	8,838 +317	+4%	+$76K	0.65%	33
2024 Q4	$2.06M	Sell	8,521 -216	-2%	-$53.6K	0.67%	31
2024 Q3	$2.14M	Buy	8,737 +36	+0.4%	+$8.75K	0.85%	29
2024 Q2	$2.27M	Buy	8,701 +3,909	+82%	+$917K	0.97%	31
2024 Q1	$1.08M	Buy	+4,792	New	+$963K	0.51%	41

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

Mezzasalma Advisors's SMH Position: Q2 2026 in Review

Mezzasalma Advisors increased its VanEck Semiconductor ETF (SMH) stake by 40% in Q2 2026, buying an estimated $3.42M and bringing the position to 22,086 shares worth $6.75M. The position accounts for 1.36% of the portfolio, ranked #19.

Mezzasalma Advisors first reported a position in SMH in Q1 2024 and has held it in 10 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Mezzasalma Advisors held 22,086 shares of VanEck Semiconductor ETF worth $6.75M as of Q2 2026.
Mezzasalma Advisors bought 6,273 VanEck Semiconductor ETF shares in Q2 2026, an estimated $3.42M.
VanEck Semiconductor ETF made up 1.36% of Mezzasalma Advisors's portfolio in Q2 2026, its #19 holding.
Mezzasalma Advisors first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 10 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.