Robertson Stephens Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Robertson Stephens 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	$5.35M	Buy	8,162 +936	+13%	+$511K	0.13%	120
2026 Q1	$2.77M	Sell	7,226 -2,115	-23%	-$840K	0.08%	174
2025 Q4	$3.36M	Buy	9,341 +1,090	+13%	+$382K	0.09%	158
2025 Q3	$2.69M	Sell	8,251 -436	-5%	-$129K	0.08%	154
2025 Q2	$2.42M	Buy	8,687 +113	+1%	+$26.2K	0.08%	169
2025 Q1	$1.81M	Sell	8,574 -12,732	-60%	-$3.05M	0.06%	199
2024 Q4	$5.16M	Buy	21,306 +932	+5%	+$231K	0.18%	107
2024 Q3	$5M	Sell	20,374 -299	-1%	-$72.7K	0.18%	112
2024 Q2	$5.39M	Sell	20,673 -173	-0.8%	-$40.6K	0.27%	66
2024 Q1	$4.69M	Buy	20,846 +12,899	+162%	+$2.59M	0.25%	67
2023 Q4	$1.39M	Sell	7,947 -30,122	-79%	-$4.71M	0.08%	187
2023 Q3	$5.52M	Buy	38,069 +2,848	+8%	+$431K	0.37%	58
2023 Q2	$5.36M	Buy	35,221 +19,667	+126%	+$2.66M	0.38%	62
2023 Q1	$2.05M	Buy	15,554 +2,070	+15%	+$248K	0.16%	123
2022 Q4	$1.37M	Buy	+13,484	New	+$1.37M	0.13%	146

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

Robertson Stephens Wealth Management's SMH Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its VanEck Semiconductor ETF (SMH) stake by 13% in Q2 2026, buying an estimated $511K and bringing the position to 8,162 shares worth $5.35M. The position accounts for 0.13% of the portfolio, ranked #120.

Robertson Stephens Wealth Management first reported a position in SMH in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.52M in Q3 2023. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Robertson Stephens Wealth Management held 8,162 shares of VanEck Semiconductor ETF worth $5.35M as of Q2 2026.
Robertson Stephens Wealth Management bought 936 VanEck Semiconductor ETF shares in Q2 2026, an estimated $511K.
VanEck Semiconductor ETF made up 0.13% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #120 holding.
Robertson Stephens Wealth Management first reported a position in VanEck Semiconductor ETF in Q4 2022 and has held it in 15 quarters since.
Robertson Stephens Wealth Management's VanEck Semiconductor ETF position peaked at $5.52M in Q3 2023.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.