Moneta Group Investment Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Moneta Group Investment 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	$3.49M	Buy	5,321 +955	+22%	+$521K	0.03%	225
2026 Q1	$1.67M	Buy	4,366 +72	+2%	+$28.6K	0.01%	292
2025 Q4	$1.55M	Buy	4,294 +131	+3%	+$46K	0.01%	296
2025 Q3	$1.36M	Sell	4,163 -4	-0.1%	-$1.18K	0.01%	304
2025 Q2	$1.16M	Buy	4,167 +356	+9%	+$82.5K	0.01%	288
2025 Q1	$806K	Buy	3,811 +417	+12%	+$100K	0.01%	318
2024 Q4	$822K	Buy	+3,394	New	+$842K	0.01%	306

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

Moneta Group Investment Advisors's SMH Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its VanEck Semiconductor ETF (SMH) stake by 22% in Q2 2026, buying an estimated $521K and bringing the position to 5,321 shares worth $3.49M. The position accounts for 0.03% of the portfolio, ranked #225.

Moneta Group Investment Advisors first reported a position in SMH in Q4 2024 and has held it in 7 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Moneta Group Investment Advisors held 5,321 shares of VanEck Semiconductor ETF worth $3.49M as of Q2 2026.
Moneta Group Investment Advisors bought 955 VanEck Semiconductor ETF shares in Q2 2026, an estimated $521K.
VanEck Semiconductor ETF made up 0.03% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #225 holding.
Moneta Group Investment Advisors first reported a position in VanEck Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.