Red Door Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Red Door 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	$834K	Sell	1,271 -34	-3%	-$18.6K	0.08%	131
2026 Q1	$500K	Buy	1,305 +27	+2%	+$10.7K	0.05%	168
2025 Q4	$460K	Sell	1,278 -50	-4%	-$17.5K	0.05%	168
2025 Q3	$433K	Sell	1,328 -75	-5%	-$22.2K	0.05%	176
2025 Q2	$391K	Sell	1,403 -505	-26%	-$117K	0.05%	183
2025 Q1	$403K	Sell	1,908 -100	-5%	-$24K	0.06%	163
2024 Q4	$486K	Buy	+2,008	New	+$498K	0.07%	138
2022 Q1	–	Sell	-2,878	Closed	-$444K	–	159
2021 Q4	$444K	Hold	2,878	–	–	0.15%	103
2021 Q3	$369K	Hold	2,878	–	–	0.14%	109
2021 Q2	$377K	Buy	+2,878	New	+$355K	0.15%	105
2020 Q3	–	Sell	-638	Closed	-$48K	–	363
2020 Q2	$48K	Hold	638	–	–	0.04%	180
2020 Q1	$37K	Buy	+638	New	+$43K	0.04%	186

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

Red Door Wealth Management's SMH Position: Q2 2026 in Review

Red Door Wealth Management reduced its VanEck Semiconductor ETF (SMH) stake by 2.6% in Q2 2026, selling an estimated $18.6K and leaving 1,271 shares worth $834K. The position accounts for 0.08% of the portfolio, ranked #131.

Red Door Wealth Management first reported a position in SMH in Q1 2020 and has held it in 12 quarters since. 1,560 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Red Door Wealth Management held 1,271 shares of VanEck Semiconductor ETF worth $834K as of Q2 2026.
Red Door Wealth Management sold 34 VanEck Semiconductor ETF shares in Q2 2026, an estimated $18.6K.
VanEck Semiconductor ETF made up 0.08% of Red Door Wealth Management's portfolio in Q2 2026, its #131 holding.
Red Door Wealth Management first reported a position in VanEck Semiconductor ETF in Q1 2020 and has held it in 12 quarters since.
1,560 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.