SVWAG
SMH icon

Sound View Wealth Advisors Group’s VanEck Semiconductor ETF SMH Stock Holding History

Sound View Wealth Advisors Group’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 		$1.84M Sell
2,804
-228
-8% -$124K 0.11% 144
2026
Q1 		$1.16M Sell
3,032
-56
-2% -$22.2K 0.08% 174
2025
Q4 		$1.11M Sell
3,088
-374
-11% -$131K 0.07% 180
2025
Q3 		$1.13M Sell
3,462
-21
-0.6% -$6.22K 0.08% 185
2025
Q2 		$971K Sell
3,483
-28
-0.8% -$6.49K 0.07% 189
2025
Q1 		$742K Buy
3,511
+46
+1% +$11K 0.06% 211
2024
Q4 		$839K Buy
3,465
+316
+10% +$78.4K 0.07% 201
2024
Q3 		$773K Buy
3,149
+281
+10% +$68.3K 0.06% 210
2024
Q2 		$748K Sell
2,868
-462
-14% -$108K 0.08% 188
2024
Q1 		$749K Sell
3,330
-208
-6% -$41.8K 0.08% 191
2023
Q4 		$619K Buy
3,538
+573
+19% +$89.7K 0.07% 216
2023
Q3 		$430K Buy
2,965
+9
+0.3% +$1.36K 0.05% 241
2023
Q2 		$450K Sell
2,956
-134
-4% -$18.1K 0.06% 233
2023
Q1 		$407K Sell
3,090
-3,986
-56% -$478K 0.06% 243
2022
Q4 		$619K Buy
7,076
+4,566
+182% +$464K 0.07% 216
2022
Q3 		$232K Buy
2,510
+86
+4% +$9.38K 0.05% 244
2022
Q2 		$247K Buy
2,424
+130
+6% +$15.1K 0.05% 246
2022
Q1 		$309K Buy
+2,294
New +$314K 0.06% 236

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

Sound View Wealth Advisors Group's SMH Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its VanEck Semiconductor ETF (SMH) stake by 7.5% in Q2 2026, selling an estimated $124K and leaving 2,804 shares worth $1.84M. The position accounts for 0.11% of the portfolio, ranked #144.

Sound View Wealth Advisors Group first reported a position in SMH in Q1 2022 and has held it in 18 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Sound View Wealth Advisors Group held 2,804 shares of VanEck Semiconductor ETF worth $1.84M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 228 VanEck Semiconductor ETF shares in Q2 2026, an estimated $124K.
  • VanEck Semiconductor ETF made up 0.11% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #144 holding.
  • Sound View Wealth Advisors Group first reported a position in VanEck Semiconductor ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.