Moisand Fitzgerald Tamayo’s VanEck Semiconductor ETF SMH Stock Holding History

Moisand Fitzgerald Tamayo’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	$26.2K	Buy	40 +29	+264%	+$15.8K	﹤0.01%	262
2026 Q1	$4.22K	Hold	11	–	–	﹤0.01%	420
2025 Q4	$3.96K	Hold	11	–	–	﹤0.01%	426
2025 Q3	$3.59K	Hold	11	–	–	﹤0.01%	463
2025 Q2	$3.07K	Hold	11	–	–	﹤0.01%	461
2025 Q1	$2.33K	Hold	11	–	–	﹤0.01%	493
2024 Q4	$2.66K	Hold	11	–	–	﹤0.01%	490
2024 Q3	$2.7K	Hold	11	–	–	﹤0.01%	502
2024 Q2	$2.87K	Sell	11 -5	-31%	-$1.17K	﹤0.01%	458
2024 Q1	$3.6K	Sell	16 -10	-38%	-$2.01K	﹤0.01%	421
2023 Q4	$4.55K	Hold	26	–	–	﹤0.01%	437
2023 Q3	$3.77K	Sell	26 -174	-87%	-$26.4K	﹤0.01%	466
2023 Q2	$30.4K	Hold	200	–	–	0.01%	214
2023 Q1	$26.3K	Buy	+200	New	+$24K	0.01%	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

Moisand Fitzgerald Tamayo's SMH Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo increased its VanEck Semiconductor ETF (SMH) stake by 264% in Q2 2026, buying an estimated $15.8K and bringing the position to 40 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Moisand Fitzgerald Tamayo first reported a position in SMH in Q1 2023 and has held it in 14 quarters since. The position peaked at $30.4K in Q2 2023. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Moisand Fitzgerald Tamayo held 40 shares of VanEck Semiconductor ETF worth $26.2K as of Q2 2026.
Moisand Fitzgerald Tamayo bought 29 VanEck Semiconductor ETF shares in Q2 2026, an estimated $15.8K.
VanEck Semiconductor ETF made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #262 holding.
Moisand Fitzgerald Tamayo first reported a position in VanEck Semiconductor ETF in Q1 2023 and has held it in 14 quarters since.
Moisand Fitzgerald Tamayo's VanEck Semiconductor ETF position peaked at $30.4K in Q2 2023.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.