Nomura Asset Management’s VanEck Semiconductor ETF SMH Stock Holding History

Nomura Asset Management’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	$7.37M	Buy	11,231 +1,665	+17%	+$908K	0.02%	539
2026 Q1	$3.67M	Buy	9,566 +4,630	+94%	+$1.84M	0.01%	649
2025 Q4	$1.78M	Buy	4,936 +88	+2%	+$30.9K	﹤0.01%	719
2025 Q3	$1.58M	Sell	4,848 -7,457	-61%	-$2.21M	﹤0.01%	726
2025 Q2	$3.43M	Buy	12,305 +2,250	+22%	+$522K	0.01%	652
2025 Q1	$2.13M	Sell	10,055 -7,465	-43%	-$1.79M	0.01%	706
2024 Q4	$4.24M	Hold	17,520	–	–	0.01%	612
2024 Q3	$4.3M	Sell	17,520 -7,710	-31%	-$1.87M	0.01%	618
2024 Q2	$6.58M	Hold	25,230	–	–	0.02%	480
2024 Q1	$5.68M	Buy	25,230 +6,650	+36%	+$1.34M	0.02%	512
2023 Q4	$3.25M	Sell	18,580 -10,700	-37%	-$1.67M	0.01%	637
2023 Q3	$4.25M	Sell	29,280 -19,320	-40%	-$2.93M	0.02%	524
2023 Q2	$7.4M	Buy	48,600 +11,200	+30%	+$1.51M	0.03%	421
2023 Q1	$4.92M	Buy	37,400 +5,200	+16%	+$623K	0.03%	478
2022 Q4	$3.27M	Sell	32,200 -8,800	-21%	-$895K	0.02%	556
2022 Q3	$3.79M	Buy	41,000 +13,200	+47%	+$1.44M	0.02%	493
2022 Q2	$2.83M	Hold	27,800	–	–	0.02%	617
2022 Q1	$3.75M	Sell	27,800 -9,000	-24%	-$1.23M	0.02%	561
2021 Q4	$5.68M	Buy	36,800 +16,000	+77%	+$2.31M	0.03%	467
2021 Q3	$2.67M	Buy	20,800 +12,600	+154%	+$1.66M	0.02%	639
2021 Q2	$1.08M	Hold	8,200	–	–	0.01%	845
2021 Q1	$999K	Sell	8,200 -22,000	-73%	-$2.61M	0.01%	833
2020 Q4	$3.3M	Buy	+30,200	New	+$2.99M	0.02%	527
2020 Q1	–	Sell	-49,600	Closed	-$3.51M	–	965
2019 Q4	$3.51M	Buy	+49,600	New	+$3.25M	0.03%	445
2019 Q3	–	Sell	-23,200	Closed	-$1.28M	–	1015
2019 Q2	$1.28M	Buy	+23,200	New	+$1.26M	0.01%	717

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

Nomura Asset Management's SMH Position: Q2 2026 in Review

Nomura Asset Management increased its VanEck Semiconductor ETF (SMH) stake by 17% in Q2 2026, buying an estimated $908K and bringing the position to 11,231 shares worth $7.37M. The position accounts for 0.02% of the portfolio, ranked #539.

Nomura Asset Management first reported a position in SMH in Q2 2019 and has held it in 25 quarters since. The position peaked at $7.4M in Q2 2023. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Nomura Asset Management held 11,231 shares of VanEck Semiconductor ETF worth $7.37M as of Q2 2026.
Nomura Asset Management bought 1,665 VanEck Semiconductor ETF shares in Q2 2026, an estimated $908K.
VanEck Semiconductor ETF made up 0.02% of Nomura Asset Management's portfolio in Q2 2026, its #539 holding.
Nomura Asset Management first reported a position in VanEck Semiconductor ETF in Q2 2019 and has held it in 25 quarters since.
Nomura Asset Management's VanEck Semiconductor ETF position peaked at $7.4M in Q2 2023.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Nomura Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.