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United Asset Strategies’s VanEck Semiconductor ETF SMH Stock Holding History

United Asset Strategies’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 		$522K Sell
796
-40
-5% -$21.8K 0.04% 203
2026
Q1 		$321K Sell
836
-7
-0.8% -$2.78K 0.03% 225
2025
Q4 		$304K Hold
843
– – 0.02% 226
2025
Q3 		$275K Hold
843
– – 0.02% 234
2025
Q2 		$235K Buy
+843
New +$195K 0.02% 230
2025
Q1 		– Sell
-1,021
Closed -$247K – 249
2024
Q4 		$247K Buy
1,021
+46
+5% +$11.4K 0.02% 218
2024
Q3 		$239K Sell
975
-31
-3% -$7.54K 0.02% 218
2024
Q2 		$262K Sell
1,006
-94
-9% -$22K 0.03% 201
2024
Q1 		$247K Sell
1,100
-406
-27% -$81.6K 0.02% 213
2023
Q4 		$263K Buy
+1,506
New +$236K 0.03% 206
2023
Q3 		– Sell
-1,986
Closed -$302K – 241
2023
Q2 		$302K Sell
1,986
-9,680
-83% -$1.31M 0.04% 199
2023
Q1 		$1.54M Sell
11,666
-502
-4% -$60.2K 0.2% 101
2022
Q4 		$1.23M Buy
+12,168
New +$1.24M 0.17% 113
2022
Q1 		– Sell
-6,916
Closed -$1.07M – 236
2021
Q4 		$1.07M Sell
6,916
-1,028
-13% -$149K 0.13% 123
2021
Q3 		$1.02M Buy
+7,944
New +$1.05M 0.13% 121
2021
Q2 		– Sell
-5,304
Closed -$646K – 227
2021
Q1 		$646K Buy
5,304
+812
+18% +$96.2K 0.09% 137
2020
Q4 		$491K Sell
4,492
-50
-1% -$4.96K 0.08% 144
2020
Q3 		$396K Buy
4,542
+436
+11% +$36.5K 0.07% 151
2020
Q2 		$314K Buy
+4,106
New +$282K 0.06% 151

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

United Asset Strategies's SMH Position: Q2 2026 in Review

United Asset Strategies reduced its VanEck Semiconductor ETF (SMH) stake by 4.8% in Q2 2026, selling an estimated $21.8K and leaving 796 shares worth $522K. The position accounts for 0.04% of the portfolio, ranked #203.

United Asset Strategies first reported a position in SMH in Q2 2020 and has held it in 19 quarters since. The position peaked at $1.54M in Q1 2023. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • United Asset Strategies held 796 shares of VanEck Semiconductor ETF worth $522K as of Q2 2026.
  • United Asset Strategies sold 40 VanEck Semiconductor ETF shares in Q2 2026, an estimated $21.8K.
  • VanEck Semiconductor ETF made up 0.04% of United Asset Strategies's portfolio in Q2 2026, its #203 holding.
  • United Asset Strategies first reported a position in VanEck Semiconductor ETF in Q2 2020 and has held it in 19 quarters since.
  • United Asset Strategies's VanEck Semiconductor ETF position peaked at $1.54M in Q1 2023.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.