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Thrive Capital Management (Pennsylvania)’s VanEck Semiconductor ETF SMH Stock Holding History

Thrive Capital Management (Pennsylvania)’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 		$246K Sell
375
-266
-41% -$145K 0.05% 159
2026
Q1 		$246K Sell
641
-9
-1% -$3.57K 0.05% 158
2025
Q4 		$234K Sell
650
-239
-27% -$83.9K 0.05% 164
2025
Q3 		$290K Sell
889
-454
-34% -$134K 0.07% 154
2025
Q2 		$375K Buy
+1,343
New +$311K 0.12% 133
2024
Q4 		– Sell
-3,849
Closed -$945K – 160
2024
Q3 		$945K Sell
3,849
-366
-9% -$89K 0.45% 75
2024
Q2 		$1.1M Buy
+4,215
New +$988K 0.5% 73
2024
Q1 		– Sell
-15,866
Closed -$2.77M – 190
2023
Q4 		$2.77M Sell
15,866
-3,060
-16% -$479K 1.48% 16
2023
Q3 		$2.74M Buy
18,926
+2,927
+18% +$443K 1.52% 18
2023
Q2 		$2.44M Sell
15,999
-735
-4% -$99.3K 1.39% 22
2023
Q1 		$2.19M Sell
16,734
-1,348
-7% -$162K 1.38% 22
2022
Q4 		$1.83M Sell
18,082
-560
-3% -$56.9K 1.2% 19
2022
Q3 		$1.73M Sell
18,642
-788
-4% -$85.9K 1.17% 22
2022
Q2 		$1.98M Sell
19,430
-150
-0.8% -$17.4K 1.37% 16
2022
Q1 		$2.64M Buy
19,580
+7,074
+57% +$969K 1.59% 15
2021
Q4 		$1.93M Buy
+12,506
New +$1.81M 1.26% 17

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
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

Thrive Capital Management (Pennsylvania)'s SMH Position: Q2 2026 in Review

Thrive Capital Management (Pennsylvania) reduced its VanEck Semiconductor ETF (SMH) stake by 41% in Q2 2026, selling an estimated $145K and leaving 375 shares worth $246K. The position accounts for 0.05% of the portfolio, ranked #159.

Thrive Capital Management (Pennsylvania) first reported a position in SMH in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.77M in Q4 2023. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Thrive Capital Management (Pennsylvania) held 375 shares of VanEck Semiconductor ETF worth $246K as of Q2 2026.
  • Thrive Capital Management (Pennsylvania) sold 266 VanEck Semiconductor ETF shares in Q2 2026, an estimated $145K.
  • VanEck Semiconductor ETF made up 0.05% of Thrive Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #159 holding.
  • Thrive Capital Management (Pennsylvania) first reported a position in VanEck Semiconductor ETF in Q4 2021 and has held it in 16 quarters since.
  • Thrive Capital Management (Pennsylvania)'s VanEck Semiconductor ETF position peaked at $2.77M in Q4 2023.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q2 2026, filed 5 Aug 2026.