SWM
SMH icon

SHP Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

SHP Wealth 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
Q1 		$474K Buy
1,235
+48
+4% +$19.1K 0.04% 159
2025
Q4 		$428K Buy
+1,187
New +$416K 0.03% 164

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

SHP Wealth Management's SMH Position: Q1 2026 in Review

SHP Wealth Management increased its VanEck Semiconductor ETF (SMH) stake by 4% in Q1 2026, buying an estimated $19.1K and bringing the position to 1,235 shares worth $474K. The position accounts for 0.04% of the portfolio, ranked #159.

SHP Wealth Management first reported a position in SMH in Q4 2025 and has held it in 2 quarters since. 1,301 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

  • SHP Wealth Management held 1,235 shares of VanEck Semiconductor ETF worth $474K as of Q1 2026.
  • SHP Wealth Management bought 48 VanEck Semiconductor ETF shares in Q1 2026, an estimated $19.1K.
  • VanEck Semiconductor ETF made up 0.04% of SHP Wealth Management's portfolio in Q1 2026, its #159 holding.
  • SHP Wealth Management first reported a position in VanEck Semiconductor ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,301 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.