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
2025 Q1	–	Sell	-58,600	Closed	-$14.2M	–	587
2024 Q4	$14.2M	Sell	58,600 -115,000	-66%	-$28.5M	0.5%	40
2024 Q3	$42.6M	Sell	173,600 -103,400	-37%	-$25.1M	1.54%	13
2024 Q2	$72.2M	Buy	+277,000	New	+$65M	3.64%	4

Other funds holding SMH

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 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. 710 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.
710 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.