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 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 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

NewEdge Wealth's SMH Position: Q1 2026 in Review

NewEdge Wealth reduced its VanEck Semiconductor ETF (SMH) stake by 1.5% in Q1 2026, selling an estimated $755K and leaving 120,894 shares worth $46.4M. The position accounts for 0.55% of the portfolio, ranked #48.

NewEdge Wealth first reported a position in SMH in Q3 2022 and has held it in 15 quarters since. 1,296 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

NewEdge Wealth held 120,894 shares of VanEck Semiconductor ETF worth $46.4M as of Q1 2026.
NewEdge Wealth sold 1,902 VanEck Semiconductor ETF shares in Q1 2026, an estimated $755K.
VanEck Semiconductor ETF made up 0.55% of NewEdge Wealth's portfolio in Q1 2026, its #48 holding.
NewEdge Wealth first reported a position in VanEck Semiconductor ETF in Q3 2022 and has held it in 15 quarters since.
1,296 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.