MWM
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Moran Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Moran Wealth Management’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
Q1 		– Sell
-3,498
Closed -$1.26M – 551
2025
Q4 		$1.26M Buy
3,498
+818
+31% +$287K 0.04% 335
2025
Q3 		$875K Buy
2,680
+1,109
+71% +$328K 0.03% 357
2025
Q2 		$438K Buy
+1,571
New +$364K 0.01% 426

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Moran Wealth Management's SMH Position: Q1 2026 in Review

Moran Wealth Management sold out of VanEck Semiconductor ETF (SMH) in Q1 2026, closing a stake of 3,498 shares — an estimated $1.26M sold.

Moran Wealth Management first reported a position in SMH in Q2 2025 and held it in 3 quarters. The position peaked at $1.26M in Q4 2025. 1,302 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

  • Moran Wealth Management reported no remaining VanEck Semiconductor ETF position as of Q1 2026 after selling out during the quarter.
  • Moran Wealth Management sold 3,498 VanEck Semiconductor ETF shares in Q1 2026, an estimated $1.26M.
  • Moran Wealth Management first reported a position in VanEck Semiconductor ETF in Q2 2025 and held it in 3 quarters.
  • Moran Wealth Management's VanEck Semiconductor ETF position peaked at $1.26M in Q4 2025.
  • 1,302 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.