Seaview Investment Managers’s VanEck Semiconductor ETF SMH Stock Holding History

Seaview Investment Managers’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	$2.47M	Buy	3,765 +177	+5%	+$96.6K	0.74%	30
2026 Q1	$1.38M	Buy	3,588 +219	+7%	+$87K	0.5%	33
2025 Q4	$1.21M	Buy	3,369 +1,086	+48%	+$381K	0.46%	34
2025 Q3	$745K	Sell	2,283 -291	-11%	-$86.2K	0.28%	46
2025 Q2	$718K	Sell	2,574 -2,959	-53%	-$686K	0.15%	75
2025 Q1	$1.17M	Buy	5,533 +329	+6%	+$78.9K	0.28%	45
2024 Q4	$1.26M	Sell	5,204 -2,832	-35%	-$703K	0.35%	40
2024 Q3	$1.97M	Sell	8,036 -1,373	-15%	-$334K	0.59%	43
2024 Q2	$2.45M	Sell	9,409 -2,523	-21%	-$592K	0.74%	39
2024 Q1	$2.68M	Sell	11,932 -1,219	-9%	-$245K	0.81%	36
2023 Q4	$2.3M	Sell	13,151 -2,698	-17%	-$422K	0.74%	39
2023 Q3	$2.3M	Sell	15,849 -180	-1%	-$27.3K	0.77%	35
2023 Q2	$2.44M	Sell	16,029 -1,215	-7%	-$164K	0.79%	37
2023 Q1	$2.27M	Sell	17,244 -560	-3%	-$67.1K	0.78%	41
2022 Q4	$1.81M	Buy	17,804 +6	+0%	+$610	0.72%	45
2022 Q3	$1.65M	Buy	17,798 +2,836	+19%	+$309K	0.67%	45
2022 Q2	$1.52M	Buy	14,962 +298	+2%	+$34.6K	0.69%	42
2022 Q1	$1.98M	Buy	14,664 +126	+0.9%	+$17.3K	0.66%	43
2021 Q4	$2.25M	Buy	14,538 +3,166	+28%	+$458K	0.79%	40
2021 Q3	$1.46M	Buy	11,372 +1,504	+15%	+$198K	0.69%	45
2021 Q2	$1.29M	Buy	9,868 +2,018	+26%	+$249K	0.66%	40
2021 Q1	$956K	Buy	+7,850	New	+$930K	0.7%	40

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

Seaview Investment Managers's SMH Position: Q2 2026 in Review

Seaview Investment Managers increased its VanEck Semiconductor ETF (SMH) stake by 4.9% in Q2 2026, buying an estimated $96.6K and bringing the position to 3,765 shares worth $2.47M. The position accounts for 0.74% of the portfolio, ranked #30.

Seaview Investment Managers first reported a position in SMH in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.68M in Q1 2024. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Seaview Investment Managers held 3,765 shares of VanEck Semiconductor ETF worth $2.47M as of Q2 2026.
Seaview Investment Managers bought 177 VanEck Semiconductor ETF shares in Q2 2026, an estimated $96.6K.
VanEck Semiconductor ETF made up 0.74% of Seaview Investment Managers's portfolio in Q2 2026, its #30 holding.
Seaview Investment Managers first reported a position in VanEck Semiconductor ETF in Q1 2021 and has held it in 22 quarters since.
Seaview Investment Managers's VanEck Semiconductor ETF position peaked at $2.68M in Q1 2024.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Seaview Investment Managers's 13F filing for Q2 2026, filed 14 Jul 2026.