OWM
SMH icon

Orgel Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Orgel 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
2026
Q1 		– Sell
-1,509
Closed -$543K – 100
2025
Q4 		$543K Buy
+1,509
New +$529K 0.01% 62

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

Orgel Wealth Management's SMH Position: Q1 2026 in Review

Orgel Wealth Management sold out of VanEck Semiconductor ETF (SMH) in Q1 2026, closing a stake of 1,509 shares — an estimated $543K sold.

Orgel Wealth Management first reported a position in SMH in Q4 2025 and held it in 1 quarter. The position peaked at $543K in Q4 2025. 1,298 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

  • Orgel Wealth Management reported no remaining VanEck Semiconductor ETF position as of Q1 2026 after selling out during the quarter.
  • Orgel Wealth Management sold 1,509 VanEck Semiconductor ETF shares in Q1 2026, an estimated $543K.
  • Orgel Wealth Management first reported a position in VanEck Semiconductor ETF in Q4 2025 and held it in 1 quarter.
  • Orgel Wealth Management's VanEck Semiconductor ETF position peaked at $543K in Q4 2025.
  • 1,298 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Orgel Wealth Management's 13F filing for Q1 2026, filed 7 Apr 2026.