Oasis Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Oasis Advisors’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 Q3	$12.3M	Buy	20,254 +4,225	+26%	+$2.42M	5.17%	5
2026 Q2	$10.5M	Sell	16,029 -11,686	-42%	-$6.38M	6.82%	4
2026 Q1	$10.6M	Sell	27,715 -2,933	-10%	-$1.16M	2.09%	15
2025 Q4	$11M	Buy	+30,648	New	+$10.8M	5.85%	5

Other funds holding SMH

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Lyell Wealth Management Menlo Park, California $1.69B AUM 33.03% 1-Year Est. Return

Oasis Advisors's SMH Position: Q3 2026 in Review

Oasis Advisors increased its VanEck Semiconductor ETF (SMH) stake by 26% in Q3 2026, buying an estimated $2.42M and bringing the position to 20,254 shares worth $12.3M. The position accounts for 5.17% of the portfolio, ranked #5.

Oasis Advisors first reported a position in SMH in Q4 2025 and has held it in 4 quarters since. 665 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

Oasis Advisors held 20,254 shares of VanEck Semiconductor ETF worth $12.3M as of Q3 2026.
Oasis Advisors bought 4,225 VanEck Semiconductor ETF shares in Q3 2026, an estimated $2.42M.
VanEck Semiconductor ETF made up 5.17% of Oasis Advisors's portfolio in Q3 2026, its #5 holding.
Oasis Advisors first reported a position in VanEck Semiconductor ETF in Q4 2025 and has held it in 4 quarters since.
665 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Oasis Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.