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	–	Sell	-1,600	Closed	-$613K	–	1268
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 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

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.