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

Perennial 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 Q2	$3.23M	Buy	4,921 +531	+12%	+$290K	0.21%	93
2026 Q1	$1.68M	Buy	4,390 +287	+7%	+$114K	0.13%	128
2025 Q4	$1.48M	Buy	4,103 +279	+7%	+$97.9K	0.12%	147
2025 Q3	$1.25M	Sell	3,824 -352	-8%	-$104K	0.1%	166
2025 Q2	$1.16M	Buy	4,176 +340	+9%	+$78.8K	0.11%	162
2025 Q1	$811K	Buy	3,836 +377	+11%	+$90.4K	0.09%	186
2024 Q4	$838K	Buy	3,459 +906	+35%	+$225K	0.1%	168
2024 Q3	$627K	Sell	2,553 -196	-7%	-$47.7K	0.08%	186
2024 Q2	$717K	Buy	2,749 +1,598	+139%	+$375K	0.1%	158
2024 Q1	$259K	Buy	+1,151	New	+$231K	0.04%	280

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

Perennial Investment Advisors's SMH Position: Q2 2026 in Review

Perennial Investment Advisors increased its VanEck Semiconductor ETF (SMH) stake by 12% in Q2 2026, buying an estimated $290K and bringing the position to 4,921 shares worth $3.23M. The position accounts for 0.21% of the portfolio, ranked #93.

Perennial Investment Advisors first reported a position in SMH in Q1 2024 and has held it in 10 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Perennial Investment Advisors held 4,921 shares of VanEck Semiconductor ETF worth $3.23M as of Q2 2026.
Perennial Investment Advisors bought 531 VanEck Semiconductor ETF shares in Q2 2026, an estimated $290K.
VanEck Semiconductor ETF made up 0.21% of Perennial Investment Advisors's portfolio in Q2 2026, its #93 holding.
Perennial Investment Advisors first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 10 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.