NWM
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NRI Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

NRI Wealth 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
2025
Q4 		$5.37M Buy
14,903
+928
+7% +$326K 2.74% 13
2025
Q3 		$4.56M Buy
+13,975
New +$4.14M 2.44% 14

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NRI Wealth Management's SMH Position: Q4 2025 in Review

NRI Wealth Management increased its VanEck Semiconductor ETF (SMH) stake by 6.6% in Q4 2025, buying an estimated $326K and bringing the position to 14,903 shares worth $5.37M. The position accounts for 2.74% of the portfolio, ranked #13.

NRI Wealth Management first reported a position in SMH in Q3 2025 and has held it in 2 quarters since. 1,206 funds tracked by Wall St. Rank hold SMH as of Q4 2025.

  • NRI Wealth Management held 14,903 shares of VanEck Semiconductor ETF worth $5.37M as of Q4 2025.
  • NRI Wealth Management bought 928 VanEck Semiconductor ETF shares in Q4 2025, an estimated $326K.
  • VanEck Semiconductor ETF made up 2.74% of NRI Wealth Management's portfolio in Q4 2025, its #13 holding.
  • NRI Wealth Management first reported a position in VanEck Semiconductor ETF in Q3 2025 and has held it in 2 quarters since.
  • 1,206 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2025.

Based on NRI Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.