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 Q2	$79M	Sell	120,494 -52,972	-31%	-$28.9M	4.94%	5
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 $1.55T 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

Moss Adams Wealth Advisors's SMH Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 31% in Q2 2026, selling an estimated $28.9M and leaving 120,494 shares worth $79M. The position accounts for 4.94% of the portfolio, ranked #5.

Moss Adams Wealth Advisors first reported a position in SMH in Q1 2024 and has held it in 10 quarters since. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Moss Adams Wealth Advisors held 120,494 shares of VanEck Semiconductor ETF worth $79M as of Q2 2026.
Moss Adams Wealth Advisors sold 52,972 VanEck Semiconductor ETF shares in Q2 2026, an estimated $28.9M.
VanEck Semiconductor ETF made up 4.94% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Moss Adams Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 10 quarters since.
1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.