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

Perigon 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
Q2 		$7.86M Buy
11,990
+1,226
+11% +$669K 0.12% 160
2026
Q1 		$4.13M Sell
10,764
-37
-0.3% -$14.7K 0.07% 248
2025
Q4 		$3.89M Buy
10,801
+2,335
+28% +$819K 0.07% 249
2025
Q3 		$2.76M Buy
8,466
+821
+11% +$243K 0.06% 285
2025
Q2 		$2.13M Sell
7,645
-756
-9% -$175K 0.05% 318
2025
Q1 		$1.78M Sell
8,401
-569
-6% -$136K 0.05% 328
2024
Q4 		$2.26M Sell
8,970
-971
-10% -$241K 0.06% 292
2024
Q3 		$2.44M Buy
9,941
+523
+6% +$127K 0.06% 260
2024
Q2 		$2.46M Buy
9,418
+3,465
+58% +$813K 0.07% 228
2024
Q1 		$1.34M Sell
5,953
-2,869
-33% -$577K 0.04% 308
2023
Q4 		$1.54M Sell
8,822
-17
-0.2% -$2.66K 0.05% 264
2023
Q3 		$1.28M Sell
8,839
-300
-3% -$45.4K 0.05% 266
2023
Q2 		$1.35M Buy
9,139
+175
+2% +$23.6K 0.05% 259
2023
Q1 		$1.18M Buy
8,964
+450
+5% +$54K 0.07% 242
2022
Q4 		$864K Buy
8,514
+3,430
+67% +$349K 0.05% 294
2022
Q3 		$471K Sell
5,084
-780
-13% -$85K 0.04% 344
2022
Q2 		$597K Sell
5,864
-950
-14% -$110K 0.05% 293
2022
Q1 		$919K Sell
6,814
-600
-8% -$82.2K 0.06% 249
2021
Q4 		$1.15M Hold
7,414
– – 0.08% 205
2021
Q3 		$950K Hold
7,414
– – 0.08% 208
2021
Q2 		$972K Buy
7,414
+40
+0.5% +$4.94K 0.09% 203
2021
Q1 		$898K Buy
7,374
+730
+11% +$86.5K 0.09% 197
2020
Q4 		$726K Buy
6,644
+130
+2% +$12.9K 0.08% 188
2020
Q3 		$567K Buy
6,514
+64
+1% +$5.36K 0.08% 201
2020
Q2 		$493K Buy
6,450
+1,460
+29% +$100K 0.08% 201
2020
Q1 		$309K Buy
+4,990
New +$336K 0.06% 231

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
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

Perigon Wealth Management's SMH Position: Q2 2026 in Review

Perigon Wealth Management increased its VanEck Semiconductor ETF (SMH) stake by 11% in Q2 2026, buying an estimated $669K and bringing the position to 11,990 shares worth $7.86M. The position accounts for 0.12% of the portfolio, ranked #160.

Perigon Wealth Management first reported a position in SMH in Q1 2020 and has held it in 26 quarters since. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Perigon Wealth Management held 11,990 shares of VanEck Semiconductor ETF worth $7.86M as of Q2 2026.
  • Perigon Wealth Management bought 1,226 VanEck Semiconductor ETF shares in Q2 2026, an estimated $669K.
  • VanEck Semiconductor ETF made up 0.12% of Perigon Wealth Management's portfolio in Q2 2026, its #160 holding.
  • Perigon Wealth Management first reported a position in VanEck Semiconductor ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.