Summit Securities Group’s VanEck Semiconductor ETF SMH Stock Holding History

Summit Securities 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	$1.23M	Buy	+1,879	New	+$1.03M	0.12%	98
2026 Q1	–	Sell	-8,000	Closed	-$2.88M	–	1342
2025 Q4	$2.88M	Buy	+8,000	New	+$2.81M	0.38%	56
2025 Q1	–	Sell	-2,400	Closed	-$581K	–	1074
2024 Q4	$581K	Buy	+2,400	New	+$595K	0.12%	122
2024 Q1	–	Sell	-21,600	Closed	-$3.78M	–	847
2023 Q4	$3.78M	Buy	+21,600	New	+$3.38M	0.34%	56
2023 Q1	–	Sell	-3,800	Closed	-$456K	–	1250
2022 Q4	$386K	Buy	3,800 +2,200	+138%	+$224K	0.01%	278
2022 Q3	$148K	Hold	1,600	–	–	0.01%	472
2022 Q2	$163K	Hold	1,600	–	–	0.02%	332
2022 Q1	$216K	Sell	1,600 -9,600	-86%	-$1.31M	0.02%	369
2021 Q4	$1.73M	Buy	+11,200	New	+$1.62M	0.08%	180
2021 Q1	–	Sell	-75,000	Closed	-$8.19M	–	753
2020 Q4	$8.19M	Buy	+75,000	New	+$7.43M	0.69%	24
2020 Q1	–	Sell	-26,200	Closed	-$1.85M	–	455
2019 Q4	$1.85M	Buy	+26,200	New	+$1.72M	0.14%	146

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

Summit Securities Group's SMH Position: Q2 2026 in Review

Summit Securities Group opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2026: 1,879 shares worth $1.23M. The stake represents 0.12% of the portfolio and ranks #98 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in SMH as recently as Q4 2025.

Summit Securities Group first reported a position in SMH in Q4 2019 and has held it in 11 quarters since. The position peaked at $8.19M in Q4 2020. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Summit Securities Group held 1,879 shares of VanEck Semiconductor ETF worth $1.23M as of Q2 2026.
VanEck Semiconductor ETF was a new Summit Securities Group position in Q2 2026.
VanEck Semiconductor ETF made up 0.12% of Summit Securities Group's portfolio in Q2 2026, its #98 holding.
Summit Securities Group first reported a position in VanEck Semiconductor ETF in Q4 2019 and has held it in 11 quarters since.
Summit Securities Group's VanEck Semiconductor ETF position peaked at $8.19M in Q4 2020.
1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.