TD Private Client Wealth’s VanEck Semiconductor ETF SMH Stock Holding History

TD Private Client 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	$5.33M	Sell	8,119 -1,862	-19%	-$1.02M	0.1%	136
2026 Q1	$3.83M	Buy	9,981 +2,462	+33%	+$978K	0.08%	162
2025 Q4	$2.71M	Buy	7,519 +4,116	+121%	+$1.44M	0.06%	205
2025 Q3	$1.11M	Buy	3,403 +1,832	+117%	+$542K	0.03%	342
2025 Q2	$438K	Buy	1,571 +1,233	+365%	+$286K	0.01%	489
2025 Q1	$71.5K	Hold	338	–	–	﹤0.01%	752
2024 Q4	$81.9K	Hold	338	–	–	﹤0.01%	740
2024 Q3	$83K	Hold	338	–	–	﹤0.01%	741
2024 Q2	$88.1K	Buy	338 +3	+0.9%	+$703	﹤0.01%	707
2024 Q1	$75.4K	Buy	+335	New	+$67.4K	﹤0.01%	743

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

TD Private Client Wealth's SMH Position: Q2 2026 in Review

TD Private Client Wealth reduced its VanEck Semiconductor ETF (SMH) stake by 19% in Q2 2026, selling an estimated $1.02M and leaving 8,119 shares worth $5.33M. The position accounts for 0.1% of the portfolio, ranked #136.

TD Private Client Wealth first reported a position in SMH in Q1 2024 and has held it in 10 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

TD Private Client Wealth held 8,119 shares of VanEck Semiconductor ETF worth $5.33M as of Q2 2026.
TD Private Client Wealth sold 1,862 VanEck Semiconductor ETF shares in Q2 2026, an estimated $1.02M.
VanEck Semiconductor ETF made up 0.1% of TD Private Client Wealth's portfolio in Q2 2026, its #136 holding.
TD Private Client Wealth first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 10 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.