Private Client Services’s VanEck Semiconductor ETF SMH Stock Holding History

Private Client Services’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	$898K	Buy	1,369 +31	+2%	+$16.9K	0.24%	86
2026 Q1	$513K	Hold	1,338	–	–	0.15%	116
2025 Q4	$482K	Buy	1,338 +5	+0.4%	+$1.75K	0.15%	107
2025 Q3	$435K	Sell	1,333 -551	-29%	-$163K	0.15%	114
2025 Q2	$525K	Sell	1,884 -179	-9%	-$41.5K	0.2%	104
2025 Q1	$436K	Sell	2,063 -1	-0%	-$240	0.22%	100
2024 Q4	$500K	Buy	2,064 +23	+1%	+$5.71K	0.27%	83
2024 Q3	$501K	Buy	2,041 +191	+10%	+$46.4K	0.27%	77
2024 Q2	$482K	Buy	1,850 +199	+12%	+$46.7K	0.3%	73
2024 Q1	$371K	Buy	+1,651	New	+$332K	0.25%	85

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

Private Client Services's SMH Position: Q2 2026 in Review

Private Client Services increased its VanEck Semiconductor ETF (SMH) stake by 2.3% in Q2 2026, buying an estimated $16.9K and bringing the position to 1,369 shares worth $898K. The position accounts for 0.24% of the portfolio, ranked #86.

Private Client Services 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.

Private Client Services held 1,369 shares of VanEck Semiconductor ETF worth $898K as of Q2 2026.
Private Client Services bought 31 VanEck Semiconductor ETF shares in Q2 2026, an estimated $16.9K.
VanEck Semiconductor ETF made up 0.24% of Private Client Services's portfolio in Q2 2026, its #86 holding.
Private Client Services 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 Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.