SeaBridge Investment Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

SeaBridge Investment 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	$1.38M	Sell	2,097 -113	-5%	-$61.7K	0.2%	94
2026 Q1	$847K	Sell	2,210 -8	-0.4%	-$3.18K	0.14%	105
2025 Q4	$799K	Sell	2,218 -13	-0.6%	-$4.56K	0.13%	117
2025 Q3	$728K	Sell	2,231 -775	-26%	-$229K	0.12%	122
2025 Q2	$838K	Sell	3,006 -1,526	-34%	-$354K	0.16%	111
2025 Q1	$958K	Sell	4,532 -120	-3%	-$28.8K	0.21%	106
2024 Q4	$1.13M	Buy	+4,652	New	+$1.15M	0.24%	100

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

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

SeaBridge Investment Advisors's SMH Position: Q2 2026 in Review

SeaBridge Investment Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 5.1% in Q2 2026, selling an estimated $61.7K and leaving 2,097 shares worth $1.38M. The position accounts for 0.2% of the portfolio, ranked #94.

SeaBridge Investment Advisors first reported a position in SMH in Q4 2024 and has held it in 7 quarters since. 1,560 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

SeaBridge Investment Advisors held 2,097 shares of VanEck Semiconductor ETF worth $1.38M as of Q2 2026.
SeaBridge Investment Advisors sold 113 VanEck Semiconductor ETF shares in Q2 2026, an estimated $61.7K.
VanEck Semiconductor ETF made up 0.2% of SeaBridge Investment Advisors's portfolio in Q2 2026, its #94 holding.
SeaBridge Investment Advisors first reported a position in VanEck Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
1,560 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.