Northstar Group’s VanEck Semiconductor ETF SMH Stock Holding History

Northstar 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	$599K	Buy	913 +40	+5%	+$21.8K	0.08%	99
2026 Q1	$335K	Hold	873	–	–	0.05%	128
2025 Q4	$314K	Hold	873	–	–	0.04%	131
2025 Q3	$285K	Hold	873	–	–	0.04%	130
2025 Q2	$243K	Buy	+873	New	+$202K	0.04%	139
2025 Q1	–	Sell	-873	Closed	-$211K	–	160
2024 Q4	$211K	Buy	+873	New	+$217K	0.04%	141

Other funds holding SMH

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Northstar Group's SMH Position: Q2 2026 in Review

Northstar Group increased its VanEck Semiconductor ETF (SMH) stake by 4.6% in Q2 2026, buying an estimated $21.8K and bringing the position to 913 shares worth $599K. The position accounts for 0.08% of the portfolio, ranked #99.

Northstar Group first reported a position in SMH in Q4 2024 and has held it in 6 quarters since. 788 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Northstar Group held 913 shares of VanEck Semiconductor ETF worth $599K as of Q2 2026.
Northstar Group bought 40 VanEck Semiconductor ETF shares in Q2 2026, an estimated $21.8K.
VanEck Semiconductor ETF made up 0.08% of Northstar Group's portfolio in Q2 2026, its #99 holding.
Northstar Group first reported a position in VanEck Semiconductor ETF in Q4 2024 and has held it in 6 quarters since.
788 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Northstar Group's 13F filing for Q2 2026, filed 3 Aug 2026.