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MJP Associates’s VanEck Semiconductor ETF SMH Stock Holding History

MJP Associates’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 		$1.17M Sell
1,780
-250
-12% -$136K 0.13% 76
2026
Q1 		$778K Sell
2,030
-180
-8% -$71.5K 0.09% 78
2025
Q4 		$796K Buy
2,210
+50
+2% +$17.5K 0.1% 81
2025
Q3 		$705K Buy
2,160
+288
+15% +$85.3K 0.09% 94
2025
Q2 		$522K Buy
1,872
+52
+3% +$12.1K 0.08% 122
2025
Q1 		$385K Buy
1,820
+210
+13% +$50.3K 0.07% 144
2024
Q4 		$390K Buy
1,610
+54
+3% +$13.4K 0.07% 138
2024
Q3 		$382K Buy
1,556
+47
+3% +$11.4K 0.07% 143
2024
Q2 		$393K Buy
1,509
+225
+18% +$52.8K 0.08% 139
2024
Q1 		$289K Buy
+1,284
New +$258K 0.06% 176

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

MJP Associates's SMH Position: Q2 2026 in Review

MJP Associates reduced its VanEck Semiconductor ETF (SMH) stake by 12% in Q2 2026, selling an estimated $136K and leaving 1,780 shares worth $1.17M. The position accounts for 0.13% of the portfolio, ranked #76.

MJP Associates 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.

  • MJP Associates held 1,780 shares of VanEck Semiconductor ETF worth $1.17M as of Q2 2026.
  • MJP Associates sold 250 VanEck Semiconductor ETF shares in Q2 2026, an estimated $136K.
  • VanEck Semiconductor ETF made up 0.13% of MJP Associates's portfolio in Q2 2026, its #76 holding.
  • MJP Associates 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 MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.