Northstar Advisory Group’s VanEck Semiconductor ETF SMH Stock Holding History

Northstar Advisory Group’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	$415K	Sell	632 -539	-46%	-$294K	0.13%	89
2026 Q1	$449K	Sell	1,171 -122	-9%	-$48.4K	0.17%	86
2025 Q4	$466K	Sell	1,293 -88	-6%	-$30.9K	0.17%	84
2025 Q3	$451K	Sell	1,381 -217	-14%	-$64.2K	0.18%	82
2025 Q2	$446K	Buy	+1,598	New	+$371K	0.22%	74
2024 Q3	–	Sell	-2,270	Closed	-$592K	–	105
2024 Q2	$592K	Sell	2,270 -2,941	-56%	-$690K	0.34%	57
2024 Q1	$1.15M	Sell	5,211 -2,152	-29%	-$433K	0.69%	36
2023 Q4	$1.29M	Sell	7,363 -2,148	-23%	-$336K	0.77%	32
2023 Q3	$1.38M	Buy	+9,511	New	+$1.44M	1%	26

Other funds holding SMH

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Northstar Advisory Group's SMH Position: Q2 2026 in Review

Northstar Advisory Group reduced its VanEck Semiconductor ETF (SMH) stake by 46% in Q2 2026, selling an estimated $294K and leaving 632 shares worth $415K. The position accounts for 0.13% of the portfolio, ranked #89.

Northstar Advisory Group first reported a position in SMH in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.38M in Q3 2023. 745 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Northstar Advisory Group held 632 shares of VanEck Semiconductor ETF worth $415K as of Q2 2026.
Northstar Advisory Group sold 539 VanEck Semiconductor ETF shares in Q2 2026, an estimated $294K.
VanEck Semiconductor ETF made up 0.13% of Northstar Advisory Group's portfolio in Q2 2026, its #89 holding.
Northstar Advisory Group first reported a position in VanEck Semiconductor ETF in Q3 2023 and has held it in 9 quarters since.
Northstar Advisory Group's VanEck Semiconductor ETF position peaked at $1.38M in Q3 2023.
745 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.