SWS Partners’s VanEck Semiconductor ETF SMH Stock Holding History

SWS Partners’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	$2.58M	Sell	3,929 -14	-0.4%	-$7.64K	0.56%	64
2026 Q1	$1.51M	Sell	3,943 -110	-3%	-$43.7K	0.37%	83
2025 Q4	$1.46M	Sell	4,053 -395	-9%	-$139K	0.35%	86
2025 Q3	$1.45M	Sell	4,448 -204	-4%	-$60.4K	0.35%	86
2025 Q2	$1.3M	Hold	4,652	–	–	0.35%	87
2025 Q1	$984K	Hold	4,652	–	–	0.32%	87
2024 Q4	$1.13M	Buy	4,652 +1,090	+31%	+$270K	0.34%	89
2024 Q3	$874K	Sell	3,562 -668	-16%	-$162K	0.28%	94
2024 Q2	$1.1M	Sell	4,230 -488	-10%	-$114K	0.33%	86
2024 Q1	$1.06M	Buy	4,718 +1,157	+32%	+$233K	0.32%	85
2023 Q4	$623K	Buy	3,561 +21	+0.6%	+$3.29K	0.2%	97
2023 Q3	$513K	Hold	3,540	–	–	0.19%	98
2023 Q2	$539K	Sell	3,540 -1,154	-25%	-$156K	0.19%	97
2023 Q1	$618K	Buy	+4,694	New	+$563K	0.23%	99
2022 Q4	–	Sell	-3,498	Closed	-$324K	–	99
2022 Q3	$324K	Buy	+3,498	New	+$381K	0.15%	97

Other funds holding SMH

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 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 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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SWS Partners's SMH Position: Q2 2026 in Review

SWS Partners reduced its VanEck Semiconductor ETF (SMH) stake by 0.36% in Q2 2026, selling an estimated $7.64K and leaving 3,929 shares worth $2.58M. The position accounts for 0.56% of the portfolio, ranked #64.

SWS Partners first reported a position in SMH in Q3 2022 and has held it in 15 quarters since. 880 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

SWS Partners held 3,929 shares of VanEck Semiconductor ETF worth $2.58M as of Q2 2026.
SWS Partners sold 14 VanEck Semiconductor ETF shares in Q2 2026, an estimated $7.64K.
VanEck Semiconductor ETF made up 0.56% of SWS Partners's portfolio in Q2 2026, its #64 holding.
SWS Partners first reported a position in VanEck Semiconductor ETF in Q3 2022 and has held it in 15 quarters since.
880 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.