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

StoneCrest 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 Q2	$9.75M	Sell	14,872 -4,845	-25%	-$2.64M	3.12%	9
2026 Q1	$7.56M	Sell	19,717 -423	-2%	-$168K	3.2%	9
2025 Q4	$7.25M	Buy	20,140 +1,105	+6%	+$388K	2.93%	10
2025 Q3	$6.21M	Buy	19,035 +304	+2%	+$90K	2.72%	12
2025 Q2	$5.22M	Sell	18,731 -1,253	-6%	-$291K	2.49%	13
2025 Q1	$4.23M	Sell	19,984 -3,075	-13%	-$737K	2.69%	13
2024 Q4	$5.58M	Buy	23,059 +898	+4%	+$223K	3.65%	9
2024 Q3	$5.44M	Sell	22,161 -88	-0.4%	-$21.4K	3.96%	8
2024 Q2	$5.8M	Sell	22,249 -7,103	-24%	-$1.67M	4.43%	6
2024 Q1	$6.6M	Sell	29,352 -2,622	-8%	-$527K	5.71%	3
2023 Q4	$5.59M	Buy	+31,974	New	+$5M	5.36%	3

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

StoneCrest Wealth Management's SMH Position: Q2 2026 in Review

StoneCrest Wealth Management reduced its VanEck Semiconductor ETF (SMH) stake by 25% in Q2 2026, selling an estimated $2.64M and leaving 14,872 shares worth $9.75M. The position accounts for 3.12% of the portfolio, ranked #9.

StoneCrest Wealth Management first reported a position in SMH in Q4 2023 and has held it in 11 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

StoneCrest Wealth Management held 14,872 shares of VanEck Semiconductor ETF worth $9.75M as of Q2 2026.
StoneCrest Wealth Management sold 4,845 VanEck Semiconductor ETF shares in Q2 2026, an estimated $2.64M.
VanEck Semiconductor ETF made up 3.12% of StoneCrest Wealth Management's portfolio in Q2 2026, its #9 holding.
StoneCrest Wealth Management first reported a position in VanEck Semiconductor ETF in Q4 2023 and has held it in 11 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.