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Stonebridge Financial Planning Group’s VanEck Semiconductor ETF SMH Stock Holding History

Stonebridge Financial Planning 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 		$1.65M Sell
2,512
-188
-7% -$103K 0.53% 60
2026
Q1 		$1.04M Buy
2,700
+74
+3% +$29.4K 0.38% 82
2025
Q4 		$946K Buy
2,626
+251
+11% +$88.1K 0.34% 87
2025
Q3 		$775K Buy
2,375
+40
+2% +$11.8K 0.29% 96
2025
Q2 		$651K Sell
2,335
-135
-5% -$31.3K 0.27% 99
2025
Q1 		$522K Buy
2,470
+459
+23% +$110K 0.24% 104
2024
Q4 		$487K Buy
2,011
+376
+23% +$93.3K 0.22% 113
2024
Q3 		$401K Sell
1,635
-100
-6% -$24.3K 0.19% 117
2024
Q2 		$452K Hold
1,735
– – 0.23% 108
2024
Q1 		$390K Hold
1,735
– – 0.21% 113
2023
Q4 		$303K Buy
+1,735
New +$272K 0.17% 120
2023
Q2 		– Sell
-1,766
Closed -$232K – 134
2023
Q1 		$232K Sell
1,766
-3,278
-65% -$393K 0.15% 114
2022
Q4 		$512K Sell
5,044
-1,188
-19% -$121K 0.34% 75
2022
Q3 		$577K Buy
6,232
+674
+12% +$73.5K 0.4% 67
2022
Q2 		$566K Buy
5,558
+1,282
+30% +$149K 0.38% 62
2022
Q1 		$577K Buy
4,276
+1,266
+42% +$173K 0.32% 66
2021
Q4 		$394K Buy
+3,010
New +$435K 0.21% 84

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

Stonebridge Financial Planning Group's SMH Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its VanEck Semiconductor ETF (SMH) stake by 7% in Q2 2026, selling an estimated $103K and leaving 2,512 shares worth $1.65M. The position accounts for 0.53% of the portfolio, ranked #60.

Stonebridge Financial Planning Group first reported a position in SMH in Q4 2021 and has held it in 17 quarters since. 1,554 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Stonebridge Financial Planning Group held 2,512 shares of VanEck Semiconductor ETF worth $1.65M as of Q2 2026.
  • Stonebridge Financial Planning Group sold 188 VanEck Semiconductor ETF shares in Q2 2026, an estimated $103K.
  • VanEck Semiconductor ETF made up 0.53% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #60 holding.
  • Stonebridge Financial Planning Group first reported a position in VanEck Semiconductor ETF in Q4 2021 and has held it in 17 quarters since.
  • 1,554 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.