Symphony Financial Services’s VanEck Semiconductor ETF SMH Stock Holding History

Symphony Financial Services’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	-7,963	Closed	-$3.05M	–	106
2026 Q1	$3.05M	Buy	7,963 +220	+3%	+$87.4K	1.57%	16
2025 Q4	$2.79M	Buy	7,743 +76	+1%	+$26.7K	1.43%	21
2025 Q3	$2.5M	Buy	7,667 +50	+0.7%	+$14.8K	1.35%	20
2025 Q2	$2.12M	Buy	7,617 +125	+2%	+$29K	1.27%	21
2025 Q1	$1.58M	Sell	7,492 -171	-2%	-$41K	1.04%	22
2024 Q4	$1.86M	Buy	7,663 +53	+0.7%	+$13.2K	1.49%	19
2024 Q3	$1.86M	Buy	7,610 +217	+3%	+$52.8K	1.59%	18
2024 Q2	$2.03M	Buy	+7,393	New	+$1.73M	1.74%	18

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

Symphony Financial Services's SMH Position: Q2 2026 in Review

Symphony Financial Services sold out of VanEck Semiconductor ETF (SMH) in Q2 2026, closing a stake of 7,963 shares — an estimated $3.05M sold.

Symphony Financial Services first reported a position in SMH in Q2 2024 and held it in 8 quarters. The position peaked at $3.05M in Q1 2026. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Symphony Financial Services reported no remaining VanEck Semiconductor ETF position as of Q2 2026 after selling out during the quarter.
Symphony Financial Services sold 7,963 VanEck Semiconductor ETF shares in Q2 2026, an estimated $3.05M.
Symphony Financial Services first reported a position in VanEck Semiconductor ETF in Q2 2024 and held it in 8 quarters.
Symphony Financial Services's VanEck Semiconductor ETF position peaked at $3.05M in Q1 2026.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.