Surience Private Wealth’s VanEck Semiconductor ETF SMH Stock Holding History

Surience Private Wealth’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	–	Sell	-7,815	Closed	-$3M	–	52
2026 Q1	$3M	Buy	7,815 +7,202	+1,175%	+$2.86M	3.22%	10
2025 Q4	$221K	Buy	+613	New	+$215K	0.24%	31
2025 Q2	–	Sell	-37,561	Closed	-$7.94M	–	41
2025 Q1	$7.94M	Buy	+37,561	New	+$9M	13.8%	2
2024 Q3	–	Sell	-8,612	Closed	-$2.25M	–	37
2024 Q2	$2.25M	Buy	+8,612	New	+$2.02M	2.89%	17

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

Surience Private Wealth's SMH Position: Q2 2026 in Review

Surience Private Wealth sold out of VanEck Semiconductor ETF (SMH) in Q2 2026, closing a stake of 7,815 shares — an estimated $3M sold.

Surience Private Wealth first reported a position in SMH in Q2 2024 and held it in 4 quarters. The position peaked at $7.94M in Q1 2025. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Surience Private Wealth reported no remaining VanEck Semiconductor ETF position as of Q2 2026 after selling out during the quarter.
Surience Private Wealth sold 7,815 VanEck Semiconductor ETF shares in Q2 2026, an estimated $3M.
Surience Private Wealth first reported a position in VanEck Semiconductor ETF in Q2 2024 and held it in 4 quarters.
Surience Private Wealth's VanEck Semiconductor ETF position peaked at $7.94M in Q1 2025.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Surience Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.