Sequoia Financial Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Sequoia Financial 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	$4.25M	Buy	6,475 +139	+2%	+$75.8K	0.02%	383
2026 Q1	$2.43M	Sell	6,336 -1,449	-19%	-$575K	0.01%	541
2025 Q4	$2.8M	Buy	7,785 +5,038	+183%	+$1.77M	0.02%	473
2025 Q3	$897K	Buy	2,747 +359	+15%	+$106K	0.01%	832
2025 Q2	$666K	Sell	2,388 -407	-15%	-$94.4K	﹤0.01%	874
2025 Q1	$591K	Buy	2,795 +701	+33%	+$168K	﹤0.01%	792
2024 Q4	$507K	Sell	2,094 -933	-31%	-$231K	﹤0.01%	800
2024 Q3	$743K	Buy	3,027 +544	+22%	+$132K	0.01%	630
2024 Q2	$647K	Buy	2,483 +674	+37%	+$158K	0.01%	610
2024 Q1	$407K	Buy	1,809 +270	+18%	+$54.3K	0.01%	756
2023 Q4	$269K	Buy	1,539 +97	+7%	+$15.2K	﹤0.01%	972
2023 Q3	$209K	Buy	+1,442	New	+$218K	﹤0.01%	849
2022 Q3	–	Sell	-2,480	Closed	-$253K	–	580
2022 Q2	$253K	Buy	+2,480	New	+$288K	0.01%	486

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

Sequoia Financial Advisors's SMH Position: Q2 2026 in Review

Sequoia Financial Advisors increased its VanEck Semiconductor ETF (SMH) stake by 2.2% in Q2 2026, buying an estimated $75.8K and bringing the position to 6,475 shares worth $4.25M. The position accounts for 0.02% of the portfolio, ranked #383.

Sequoia Financial Advisors first reported a position in SMH in Q2 2022 and has held it in 13 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Sequoia Financial Advisors held 6,475 shares of VanEck Semiconductor ETF worth $4.25M as of Q2 2026.
Sequoia Financial Advisors bought 139 VanEck Semiconductor ETF shares in Q2 2026, an estimated $75.8K.
VanEck Semiconductor ETF made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #383 holding.
Sequoia Financial Advisors first reported a position in VanEck Semiconductor ETF in Q2 2022 and has held it in 13 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

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