SJS Investment Consulting’s VanEck Semiconductor ETF SMH Stock Holding History

SJS Investment Consulting’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	–	Sell	-14	Closed	-$5.04K	–	2562
2025 Q4	$5.04K	Buy	+14	New	+$4.91K	﹤0.01%	950
2024 Q4	–	Sell	-1,584	Closed	-$389K	–	1695
2024 Q3	$389K	Sell	1,584 -574	-27%	-$140K	0.07%	60
2024 Q2	$563K	Buy	+2,158	New	+$506K	0.11%	42

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

SJS Investment Consulting's SMH Position: Q1 2026 in Review

SJS Investment Consulting sold out of VanEck Semiconductor ETF (SMH) in Q1 2026, closing a stake of 14 shares — an estimated $5.04K sold.

SJS Investment Consulting first reported a position in SMH in Q2 2024 and held it in 3 quarters. The position peaked at $563K in Q2 2024. 1,297 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

SJS Investment Consulting reported no remaining VanEck Semiconductor ETF position as of Q1 2026 after selling out during the quarter.
SJS Investment Consulting sold 14 VanEck Semiconductor ETF shares in Q1 2026, an estimated $5.04K.
SJS Investment Consulting first reported a position in VanEck Semiconductor ETF in Q2 2024 and held it in 3 quarters.
SJS Investment Consulting's VanEck Semiconductor ETF position peaked at $563K in Q2 2024.
1,297 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.