Running Point Capital Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Running Point Capital Advisors’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 Q4	$28.8K	Hold	80	–	–	0.01%	161
2025 Q3	$26.1K	Hold	80	–	–	0.01%	168
2025 Q2	$22.3K	Hold	80	–	–	0.01%	158
2025 Q1	$16.9K	Hold	80	–	–	0.01%	154
2024 Q4	$19.4K	Hold	80	–	–	0.01%	139
2024 Q3	$19.6K	Hold	80	–	–	0.01%	128
2024 Q2	$20.9K	Hold	80	–	–	0.01%	123
2024 Q1	$18K	Buy	+80	New	+$16.1K	0.01%	122

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HIIFS

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Running Point Capital Advisors's SMH Position: Q4 2025 in Review

Running Point Capital Advisors held its VanEck Semiconductor ETF (SMH) position steady in Q4 2025 at 80 shares worth $28.8K. The position accounts for 0.01% of the portfolio, ranked #161.

Running Point Capital Advisors first reported a position in SMH in Q1 2024 and has held it in 8 quarters since. 1,207 funds tracked by Wall St. Rank hold SMH as of Q4 2025.

Running Point Capital Advisors held 80 shares of VanEck Semiconductor ETF worth $28.8K as of Q4 2025.
Running Point Capital Advisors left its VanEck Semiconductor ETF share count unchanged in Q4 2025.
VanEck Semiconductor ETF made up 0.01% of Running Point Capital Advisors's portfolio in Q4 2025, its #161 holding.
Running Point Capital Advisors first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 8 quarters since.
1,207 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.