Private Wealth Management Group’s VanEck Semiconductor ETF SMH Stock Holding History

Private Wealth Management Group’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	$34.8K	Buy	+53	New	+$28.9K	0.01%	275
2025 Q2	–	Sell	-11	Closed	-$2.34K	–	1586
2025 Q1	$2.34K	Hold	11	–	–	﹤0.01%	1003
2024 Q4	$2.68K	Hold	11	–	–	﹤0.01%	983
2024 Q3	$2.7K	Hold	11	–	–	﹤0.01%	960
2024 Q2	$2.87K	Hold	11	–	–	﹤0.01%	927
2024 Q1	$2.48K	Buy	11 +3	+38%	+$603	﹤0.01%	880
2023 Q4	$1.4K	Buy	+8	New	+$1.25K	﹤0.01%	1139

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

Private Wealth Management Group opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2026: 53 shares worth $34.8K. The stake represents 0.01% of the portfolio and ranks #275 among its holdings. This is a return to the name: Private Wealth Management Group previously reported a position in SMH as recently as Q1 2025.

Private Wealth Management Group first reported a position in SMH in Q4 2023 and has held it in 7 quarters since. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Private Wealth Management Group held 53 shares of VanEck Semiconductor ETF worth $34.8K as of Q2 2026.
VanEck Semiconductor ETF was a new Private Wealth Management Group position in Q2 2026.
VanEck Semiconductor ETF made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #275 holding.
Private Wealth Management Group first reported a position in VanEck Semiconductor ETF in Q4 2023 and has held it in 7 quarters since.
1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.