Palo Alto Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Palo Alto Wealth 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
2025 Q3	$335K	Hold	955	–	–	0.1%	48
2025 Q2	$266K	Hold	955	–	–	0.1%	47
2025 Q1	$235K	Hold	955	–	–	0.09%	48
2024 Q4	$231K	Hold	955	–	–	0.08%	49
2024 Q3	$241K	Hold	955	–	–	0.1%	47
2024 Q2	$249K	Hold	955	–	–	0.17%	38
2024 Q1	$215K	Buy	+955	New	+$192K	0.15%	41

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Palo Alto Wealth Advisors's SMH Position: Q3 2025 in Review

Palo Alto Wealth Advisors held its VanEck Semiconductor ETF (SMH) position steady in Q3 2025 at 955 shares worth $335K. The position accounts for 0.1% of the portfolio, ranked #48.

Palo Alto Wealth Advisors first reported a position in SMH in Q1 2024 and has held it in 7 quarters since. 1,062 funds tracked by Wall St. Rank hold SMH as of Q3 2025.

Palo Alto Wealth Advisors held 955 shares of VanEck Semiconductor ETF worth $335K as of Q3 2025.
Palo Alto Wealth Advisors left its VanEck Semiconductor ETF share count unchanged in Q3 2025.
VanEck Semiconductor ETF made up 0.1% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #48 holding.
Palo Alto Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 7 quarters since.
1,062 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.