MGO One Seven’s VanEck Semiconductor ETF SMH Stock Holding History

MGO One Seven’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	$9.86M	Buy	15,031 +3,174	+27%	+$1.73M	0.16%	147
2026 Q1	$4.55M	Buy	11,857 +4,460	+60%	+$1.77M	0.09%	251
2025 Q4	$2.66M	Sell	7,397 -1,033	-12%	-$362K	0.05%	366
2025 Q3	$2.75M	Buy	8,430 +82	+1%	+$24.3K	0.06%	319
2025 Q2	$2.33M	Sell	8,348 -2,188	-21%	-$507K	0.07%	288
2025 Q1	$2.23M	Sell	10,536 -4,109	-28%	-$985K	0.09%	253
2024 Q4	$3.55M	Sell	14,645 -145	-1%	-$36K	0.14%	173
2024 Q3	$3.63M	Sell	14,790 -4,532	-23%	-$1.1M	0.16%	143
2024 Q2	$5.04M	Buy	19,322 +4,984	+35%	+$1.17M	0.24%	98
2024 Q1	$3.23M	Buy	14,338 +2,974	+26%	+$598K	0.17%	142
2023 Q4	$1.99M	Buy	11,364 +2,784	+32%	+$436K	0.11%	202
2023 Q3	$1.24M	Buy	+8,580	New	+$1.3M	0.1%	230

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

MGO One Seven's SMH Position: Q2 2026 in Review

MGO One Seven increased its VanEck Semiconductor ETF (SMH) stake by 27% in Q2 2026, buying an estimated $1.73M and bringing the position to 15,031 shares worth $9.86M. The position accounts for 0.16% of the portfolio, ranked #147.

MGO One Seven first reported a position in SMH in Q3 2023 and has held it in 12 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

MGO One Seven held 15,031 shares of VanEck Semiconductor ETF worth $9.86M as of Q2 2026.
MGO One Seven bought 3,174 VanEck Semiconductor ETF shares in Q2 2026, an estimated $1.73M.
VanEck Semiconductor ETF made up 0.16% of MGO One Seven's portfolio in Q2 2026, its #147 holding.
MGO One Seven first reported a position in VanEck Semiconductor ETF in Q3 2023 and has held it in 12 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.