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 Q2	$225K	Sell	343 -7	-2%	-$3.82K	0.08%	148
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 $1.55T 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

Oak Harbor Wealth Partners's SMH Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its VanEck Semiconductor ETF (SMH) stake by 2% in Q2 2026, selling an estimated $3.82K and leaving 343 shares worth $225K. The position accounts for 0.08% of the portfolio, ranked #148.

Oak Harbor Wealth Partners first reported a position in SMH in Q4 2021 and has held it in 7 quarters since. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Oak Harbor Wealth Partners held 343 shares of VanEck Semiconductor ETF worth $225K as of Q2 2026.
Oak Harbor Wealth Partners sold 7 VanEck Semiconductor ETF shares in Q2 2026, an estimated $3.82K.
VanEck Semiconductor ETF made up 0.08% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #148 holding.
Oak Harbor Wealth Partners first reported a position in VanEck Semiconductor ETF in Q4 2021 and has held it in 7 quarters since.
1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.