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Sterling Investment Advisors (Pennsylvania)’s VanEck Semiconductor ETF SMH Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$2.57M Sell
3,916
-25
-0.6% -$13.6K 0.43% 70
2026
Q1 		$1.51M Sell
3,941
-300
-7% -$119K 0.27% 82
2025
Q4 		$1.53M Sell
4,241
-144
-3% -$50.5K 0.28% 82
2025
Q3 		$1.43M Sell
4,385
-175
-4% -$51.8K 0.28% 81
2025
Q2 		$1.27M Buy
4,560
+763
+20% +$177K 0.28% 84
2025
Q1 		$803K Sell
3,797
-50
-1% -$12K 0.19% 98
2024
Q4 		$932K Buy
3,847
+1
+0% +$248 0.23% 86
2024
Q3 		$944K Hold
3,846
– – 0.24% 82
2024
Q2 		$1M Hold
3,846
– – 0.27% 78
2024
Q1 		$865K Buy
3,846
+196
+5% +$39.4K 0.24% 85
2023
Q4 		$638K Buy
3,650
+116
+3% +$18.2K 0.2% 90
2023
Q3 		$512K Sell
3,534
-50
-1% -$7.57K 0.18% 93
2023
Q2 		$546K Buy
3,584
+1,004
+39% +$136K 0.18% 94
2023
Q1 		$339K Buy
2,580
+380
+17% +$45.6K 0.11% 109
2022
Q4 		$223K Buy
+2,200
New +$224K 0.08% 130
2022
Q3 		– Sell
-1,310
Closed -$133K – 443
2022
Q2 		$133K Buy
1,310
+650
+98% +$75.5K 0.05% 157
2022
Q1 		$89K Buy
660
+630
+2,100% +$86.3K 0.03% 202
2021
Q4 		$5K Hold
30
– – ﹤0.01% 488
2021
Q3 		$4K Buy
+30
New +$3.95K ﹤0.01% 510

Other funds holding SMH

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s SMH Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) reduced its VanEck Semiconductor ETF (SMH) stake by 0.63% in Q2 2026, selling an estimated $13.6K and leaving 3,916 shares worth $2.57M. The position accounts for 0.43% of the portfolio, ranked #70.

Sterling Investment Advisors (Pennsylvania) first reported a position in SMH in Q3 2021 and has held it in 19 quarters since. 858 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 3,916 shares of VanEck Semiconductor ETF worth $2.57M as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) sold 25 VanEck Semiconductor ETF shares in Q2 2026, an estimated $13.6K.
  • VanEck Semiconductor ETF made up 0.43% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #70 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in VanEck Semiconductor ETF in Q3 2021 and has held it in 19 quarters since.
  • 858 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.