Tennessee Valley Asset Management Partners’s VanEck Semiconductor ETF SMH Stock Holding History

Tennessee Valley Asset Management 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	$3.29M	Buy	5,018 +840	+20%	+$458K	0.36%	46
2026 Q1	$1.6M	Buy	4,178 +868	+26%	+$345K	0.21%	62
2025 Q4	$1.19M	Buy	3,310 +393	+13%	+$138K	0.15%	73
2025 Q3	$952K	Buy	2,917 +262	+10%	+$77.6K	0.13%	80
2025 Q2	$740K	Buy	2,655 +1,185	+81%	+$275K	0.19%	41
2025 Q1	$311K	Buy	1,470 +408	+38%	+$97.8K	0.05%	131
2024 Q4	$257K	Buy	+1,062	New	+$263K	0.04%	136
2024 Q1	–	Sell	-16	Closed	-$2.8K	–	640
2023 Q4	$2.8K	Buy	+16	New	+$2.5K	﹤0.01%	616

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

Tennessee Valley Asset Management Partners's SMH Position: Q2 2026 in Review

Tennessee Valley Asset Management Partners increased its VanEck Semiconductor ETF (SMH) stake by 20% in Q2 2026, buying an estimated $458K and bringing the position to 5,018 shares worth $3.29M. The position accounts for 0.36% of the portfolio, ranked #46.

Tennessee Valley Asset Management Partners first reported a position in SMH in Q4 2023 and has held it in 8 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Tennessee Valley Asset Management Partners held 5,018 shares of VanEck Semiconductor ETF worth $3.29M as of Q2 2026.
Tennessee Valley Asset Management Partners bought 840 VanEck Semiconductor ETF shares in Q2 2026, an estimated $458K.
VanEck Semiconductor ETF made up 0.36% of Tennessee Valley Asset Management Partners's portfolio in Q2 2026, its #46 holding.
Tennessee Valley Asset Management Partners first reported a position in VanEck Semiconductor ETF in Q4 2023 and has held it in 8 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q2 2026, filed 10 Aug 2026.