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OneDigital Investment Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

OneDigital Investment 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
Q1 		$1.32M Buy
3,450
+59
+2% +$23.4K 0.01% 597
2025
Q4 		$1.22M Buy
3,391
+940
+38% +$330K 0.01% 604
2025
Q3 		$800K Sell
2,451
-46
-2% -$13.6K 0.01% 746
2025
Q2 		$696K Sell
2,497
-1,561
-38% -$362K 0.01% 774
2025
Q1 		$858K Sell
4,058
-27
-0.7% -$6.47K 0.01% 654
2024
Q4 		$989K Buy
4,085
+569
+16% +$141K 0.01% 636
2024
Q3 		$863K Buy
3,516
+155
+5% +$37.7K 0.01% 707
2024
Q2 		$876K Buy
3,361
+170
+5% +$39.9K 0.01% 663
2024
Q1 		$718K Buy
3,191
+762
+31% +$153K 0.01% 613
2023
Q4 		$425K Sell
2,429
-1,534
-39% -$240K 0.01% 775
2023
Q3 		$575K Buy
3,963
+1,029
+35% +$156K 0.01% 592
2023
Q2 		$447K Buy
2,934
+1,358
+86% +$183K 0.01% 678
2023
Q1 		$207K Buy
+1,576
New +$189K ﹤0.01% 907
2022
Q3 		– Sell
-4,590
Closed -$468K – 794
2022
Q2 		$468K Buy
4,590
+900
+24% +$105K 0.02% 432
2022
Q1 		$498K Buy
3,690
+1,300
+54% +$178K 0.02% 444
2021
Q4 		$369K Buy
2,390
+550
+30% +$79.5K 0.01% 537
2021
Q3 		$236K Buy
+1,840
New +$242K 0.01% 634

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
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

OneDigital Investment Advisors's SMH Position: Q1 2026 in Review

OneDigital Investment Advisors increased its VanEck Semiconductor ETF (SMH) stake by 1.7% in Q1 2026, buying an estimated $23.4K and bringing the position to 3,450 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #597.

OneDigital Investment Advisors first reported a position in SMH in Q3 2021 and has held it in 17 quarters since. 1,298 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

  • OneDigital Investment Advisors held 3,450 shares of VanEck Semiconductor ETF worth $1.32M as of Q1 2026.
  • OneDigital Investment Advisors bought 59 VanEck Semiconductor ETF shares in Q1 2026, an estimated $23.4K.
  • VanEck Semiconductor ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #597 holding.
  • OneDigital Investment Advisors first reported a position in VanEck Semiconductor ETF in Q3 2021 and has held it in 17 quarters since.
  • 1,298 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.