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NewEdge Wealth’s VanEck Semiconductor ETF SMH Stock Holding History

NewEdge Wealth’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 		$80.2M Buy
122,260
+1,366
+1% +$745K 0.8% 24
2026
Q1 		$46.4M Sell
120,894
-1,902
-2% -$755K 0.55% 48
2025
Q4 		$44.2M Sell
122,796
-1,117
-0.9% -$392K 0.5% 48
2025
Q3 		$44.5M Buy
123,913
+944
+0.8% +$279K 0.64% 37
2025
Q2 		$35.8M Buy
122,969
+4,519
+4% +$1.05M 0.56% 43
2025
Q1 		$25M Sell
118,450
-6,171
-5% -$1.48M 0.45% 59
2024
Q4 		$30.2M Sell
124,621
-6,965
-5% -$1.73M 0.52% 47
2024
Q3 		$32.3M Buy
131,586
+11,595
+10% +$2.82M 0.58% 41
2024
Q2 		$31.3M Buy
119,991
+900
+0.8% +$211K 0.68% 36
2024
Q1 		$25.3M Sell
119,091
-3,196
-3% -$643K 0.57% 43
2023
Q4 		$21.4M Buy
122,287
+2,291
+2% +$359K 0.55% 45
2023
Q3 		$17.4M Buy
119,996
+4,713
+4% +$714K 0.55% 47
2023
Q2 		$17.6M Buy
115,283
+5,677
+5% +$767K 0.59% 47
2023
Q1 		$14.4M Buy
109,606
+7,824
+8% +$938K 0.55% 50
2022
Q4 		$10.3M Sell
101,782
-27,168
-21% -$2.76M 0.44% 63
2022
Q3 		$11.9M Buy
+128,950
New +$14.1M 0.56% 54

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
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

NewEdge Wealth's SMH Position: Q2 2026 in Review

NewEdge Wealth increased its VanEck Semiconductor ETF (SMH) stake by 1.1% in Q2 2026, buying an estimated $745K and bringing the position to 122,260 shares worth $80.2M. The position accounts for 0.8% of the portfolio, ranked #24.

NewEdge Wealth first reported a position in SMH in Q3 2022 and has held it in 16 quarters since. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • NewEdge Wealth held 122,260 shares of VanEck Semiconductor ETF worth $80.2M as of Q2 2026.
  • NewEdge Wealth bought 1,366 VanEck Semiconductor ETF shares in Q2 2026, an estimated $745K.
  • VanEck Semiconductor ETF made up 0.8% of NewEdge Wealth's portfolio in Q2 2026, its #24 holding.
  • NewEdge Wealth first reported a position in VanEck Semiconductor ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.