SRM
SMH icon

Shelter Rock Management’s VanEck Semiconductor ETF SMH Stock Holding History

Shelter Rock Management’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 		$278K Buy
+425
New +$232K 0.27% 29
2026
Q1 		– Sell
-752
Closed -$271K – 43
2025
Q4 		$271K Buy
+752
New +$264K 0.27% 33

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

Shelter Rock Management's SMH Position: Q2 2026 in Review

Shelter Rock Management opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2026: 425 shares worth $278K. The stake represents 0.27% of the portfolio and ranks #29 among its holdings. This is a return to the name: Shelter Rock Management previously reported a position in SMH as recently as Q4 2025.

Shelter Rock Management first reported a position in SMH in Q4 2025 and has held it in 2 quarters since. 1,542 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Shelter Rock Management held 425 shares of VanEck Semiconductor ETF worth $278K as of Q2 2026.
  • VanEck Semiconductor ETF was a new Shelter Rock Management position in Q2 2026.
  • VanEck Semiconductor ETF made up 0.27% of Shelter Rock Management's portfolio in Q2 2026, its #29 holding.
  • Shelter Rock Management first reported a position in VanEck Semiconductor ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,542 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Shelter Rock Management's 13F filing for Q2 2026, filed 13 Jul 2026.