Pine Ridge Advisers’s VanEck Semiconductor ETF SMH Stock Holding History

Pine Ridge Advisers’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	$37M	Sell	56,475 -11,760	-17%	-$6.42M	2.23%	10
2026 Q1	$26.2M	Buy	68,235 +70	+0.1%	+$27.8K	1.61%	12
2025 Q4	$24.5M	Hold	68,165	–	–	1.46%	14
2025 Q3	$22.2M	Hold	68,165	–	–	1.32%	14
2025 Q2	$19M	Buy	68,165 +17,500	+35%	+$4.06M	1.2%	15
2025 Q1	$10.7M	Buy	50,665 +26,470	+109%	+$6.34M	0.92%	15
2024 Q4	$5.86M	Hold	24,195	–	–	0.52%	19
2024 Q3	$5.94M	Hold	24,195	–	–	0.59%	17
2024 Q2	$6.31M	Hold	24,195	–	–	0.67%	18
2024 Q1	$5.44M	Hold	24,195	–	–	0.64%	18
2023 Q4	$4.23M	Hold	24,195	–	–	0.75%	15
2023 Q3	$3.51M	Hold	24,195	–	–	0.74%	15
2023 Q2	$3.68M	Buy	+24,195	New	+$3.27M	0.81%	14

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

Pine Ridge Advisers's SMH Position: Q2 2026 in Review

Pine Ridge Advisers reduced its VanEck Semiconductor ETF (SMH) stake by 17% in Q2 2026, selling an estimated $6.42M and leaving 56,475 shares worth $37M. The position accounts for 2.23% of the portfolio, ranked #10.

Pine Ridge Advisers first reported a position in SMH in Q2 2023 and has held it in 13 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Pine Ridge Advisers held 56,475 shares of VanEck Semiconductor ETF worth $37M as of Q2 2026.
Pine Ridge Advisers sold 11,760 VanEck Semiconductor ETF shares in Q2 2026, an estimated $6.42M.
VanEck Semiconductor ETF made up 2.23% of Pine Ridge Advisers's portfolio in Q2 2026, its #10 holding.
Pine Ridge Advisers first reported a position in VanEck Semiconductor ETF in Q2 2023 and has held it in 13 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Pine Ridge Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.