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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
Q1 		$613K Sell
1,600
-300
-16% -$119K 0.01% 754
2025
Q4 		$213K Buy
+1,900
New +$667K ﹤0.01% 1131

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
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.