Oak Harbor Wealth Partners’s VanEck Semiconductor ETF SMH Stock Holding History

Oak Harbor Wealth Partners’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 Q1	$134K	Hold	350	–	–	0.03%	205
2025 Q4	$126K	Hold	350	–	–	0.03%	203
2025 Q3	$114K	Buy	+350	New	+$104K	0.03%	207
2022 Q3	–	Sell	-1,510	Closed	-$154K	–	221
2022 Q2	$154K	Hold	1,510	–	–	0.06%	151
2022 Q1	$204K	Buy	1,510 +1,310	+655%	+$179K	0.07%	163
2021 Q4	$31K	Buy	+200	New	+$28.9K	0.01%	205

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Oak Harbor Wealth Partners's SMH Position: Q1 2026 in Review

Oak Harbor Wealth Partners held its VanEck Semiconductor ETF (SMH) position steady in Q1 2026 at 350 shares worth $134K. The position accounts for 0.03% of the portfolio, ranked #205.

Oak Harbor Wealth Partners first reported a position in SMH in Q4 2021 and has held it in 6 quarters since. The position peaked at $204K in Q1 2022. 1,296 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Oak Harbor Wealth Partners held 350 shares of VanEck Semiconductor ETF worth $134K as of Q1 2026.
Oak Harbor Wealth Partners left its VanEck Semiconductor ETF share count unchanged in Q1 2026.
VanEck Semiconductor ETF made up 0.03% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #205 holding.
Oak Harbor Wealth Partners first reported a position in VanEck Semiconductor ETF in Q4 2021 and has held it in 6 quarters since.
Oak Harbor Wealth Partners's VanEck Semiconductor ETF position peaked at $204K in Q1 2022.
1,296 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.