Thrive Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Thrive Wealth Management’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	$416K	Buy	634 +4	+0.6%	+$2.18K	0.05%	154
2026 Q1	$241K	Buy	630 +5	+0.8%	+$1.99K	0.04%	205
2025 Q4	$225K	Buy	625 +6	+1%	+$2.1K	0.03%	214
2025 Q3	$202K	Buy	+619	New	+$183K	0.03%	233

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

Thrive Wealth Management's SMH Position: Q2 2026 in Review

Thrive Wealth Management increased its VanEck Semiconductor ETF (SMH) stake by 0.63% in Q2 2026, buying an estimated $2.18K and bringing the position to 634 shares worth $416K. The position accounts for 0.05% of the portfolio, ranked #154.

Thrive Wealth Management first reported a position in SMH in Q3 2025 and has held it in 4 quarters since. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Thrive Wealth Management held 634 shares of VanEck Semiconductor ETF worth $416K as of Q2 2026.
Thrive Wealth Management bought 4 VanEck Semiconductor ETF shares in Q2 2026, an estimated $2.18K.
VanEck Semiconductor ETF made up 0.05% of Thrive Wealth Management's portfolio in Q2 2026, its #154 holding.
Thrive Wealth Management first reported a position in VanEck Semiconductor ETF in Q3 2025 and has held it in 4 quarters since.
1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.