SMA
SMH icon

Sage Mountain Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Sage Mountain 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
2026
Q2 		$6.39M Hold
9,739
– – 0.39% 36
2026
Q1 		$3.73M Hold
9,739
– – 0.26% 45
2025
Q4 		$3.51M Sell
9,739
-397
-4% -$139K 0.19% 63
2025
Q3 		$3.31M Hold
10,136
– – 0.19% 69
2025
Q2 		$2.83M Buy
10,136
+5,317
+110% +$1.23M 0.18% 66
2025
Q1 		$1.02M Buy
4,819
+40
+0.8% +$9.59K 0.08% 116
2024
Q4 		$1.16M Sell
4,779
-405
-8% -$100K 0.08% 105
2024
Q3 		$1.27M Buy
5,184
+4,382
+546% +$1.07M 0.11% 94
2024
Q2 		$209K Buy
802
+712
+791% +$167K 0.02% 329
2024
Q1 		$20.2K Buy
+90
New +$18.1K ﹤0.01% 375

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
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

Sage Mountain Advisors's SMH Position: Q2 2026 in Review

Sage Mountain Advisors held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 9,739 shares worth $6.39M. The position accounts for 0.39% of the portfolio, ranked #36.

Sage Mountain Advisors first reported a position in SMH in Q1 2024 and has held it in 10 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Sage Mountain Advisors held 9,739 shares of VanEck Semiconductor ETF worth $6.39M as of Q2 2026.
  • Sage Mountain Advisors left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
  • VanEck Semiconductor ETF made up 0.39% of Sage Mountain Advisors's portfolio in Q2 2026, its #36 holding.
  • Sage Mountain Advisors first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.