Moss Adams Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Moss Adams Wealth 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 Q1	$66.5M	Sell	173,466 -3,966	-2%	-$1.57M	4.86%	5
2025 Q4	$63.9M	Sell	177,432 -1,743	-1%	-$612K	4.63%	5
2025 Q3	$58.5M	Buy	179,175 +11,226	+7%	+$3.32M	4.56%	6
2025 Q2	$46.8M	Buy	167,949 +6,741	+4%	+$1.56M	4.25%	8
2025 Q1	$34.1M	Sell	161,208 -1,385	-0.9%	-$332K	3.59%	9
2024 Q4	$39.4M	Buy	162,593 +2,611	+2%	+$648K	4.16%	9
2024 Q3	$39.3M	Buy	159,982 +5,915	+4%	+$1.44M	4.3%	8
2024 Q2	$40.2M	Buy	154,067 +13,657	+10%	+$3.2M	5.54%	4
2024 Q1	$31.6M	Buy	+140,410	New	+$28.2M	5.08%	5

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Moss Adams Wealth Advisors's SMH Position: Q1 2026 in Review

Moss Adams Wealth Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 2.2% in Q1 2026, selling an estimated $1.57M and leaving 173,466 shares worth $66.5M. The position accounts for 4.86% of the portfolio, ranked #5.

Moss Adams Wealth Advisors first reported a position in SMH in Q1 2024 and has held it in 9 quarters since. 1,296 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Moss Adams Wealth Advisors held 173,466 shares of VanEck Semiconductor ETF worth $66.5M as of Q1 2026.
Moss Adams Wealth Advisors sold 3,966 VanEck Semiconductor ETF shares in Q1 2026, an estimated $1.57M.
VanEck Semiconductor ETF made up 4.86% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #5 holding.
Moss Adams Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 9 quarters since.
1,296 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.