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United Capital Financial Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

United Capital Financial Advisors’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
Q1 		$21.3M Sell
55,575
-786
-1% -$312K 0.13% 140
2025
Q4 		$20.3M Buy
+56,361
New +$19.8M 0.12% 148
2022
Q2 		– Sell
-1,986
Closed -$268K – 1190
2022
Q1 		$268K Hold
1,986
– – ﹤0.01% 1020
2021
Q4 		$307K Sell
1,986
-998
-33% -$144K ﹤0.01% 1014
2021
Q3 		$382K Sell
2,984
-32
-1% -$4.21K ﹤0.01% 937
2021
Q2 		$395K Buy
3,016
+400
+15% +$49.4K ﹤0.01% 940
2021
Q1 		$319K Sell
2,616
-2,322
-47% -$275K ﹤0.01% 967
2020
Q4 		$539K Buy
4,938
+102
+2% +$10.1K ﹤0.01% 829
2020
Q3 		$421K Sell
4,836
-48
-1% -$4.02K ﹤0.01% 871
2020
Q2 		$373K Buy
4,884
+88
+2% +$6.05K ﹤0.01% 954
2020
Q1 		$281K Buy
+4,796
New +$323K ﹤0.01% 986
2018
Q3 		– Sell
-4,228
Closed -$217K – 1368
2018
Q2 		$217K Sell
4,228
-293,000
-99% -$15.3M ﹤0.01% 1205
2018
Q1 		$15.5M Sell
297,228
-285,394
-49% -$15M 0.12% 198
2017
Q4 		$28.5M Sell
582,622
-61,010
-9% -$3.04M 0.22% 103
2017
Q3 		$30M Sell
643,632
-82,206
-11% -$3.59M 0.25% 90
2017
Q2 		$29.7M Sell
725,838
-223,476
-24% -$9.22M 0.27% 88
2017
Q1 		$37.8M Sell
949,314
-58,164
-6% -$2.21M 0.35% 62
2016
Q4 		$36.1M Sell
1,007,478
-97,232
-9% -$3.39M 0.35% 56
2016
Q3 		$38.4M Buy
+1,104,710
New +$35.4M 0.37% 53
2015
Q3 		– Sell
-254,970
Closed -$6.96M – 1309
2015
Q2 		$6.96M Buy
254,970
+74,408
+41% +$2.11M 0.08% 282
2015
Q1 		$5.01M Buy
180,562
+45,584
+34% +$1.26M 0.06% 332
2014
Q4 		$3.69M Buy
134,978
+26,258
+24% +$683K 0.06% 314
2014
Q3 		$2.78M Buy
+108,720
New +$2.75M 0.05% 357

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

United Capital Financial Advisors's SMH Position: Q1 2026 in Review

United Capital Financial Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 1.4% in Q1 2026, selling an estimated $312K and leaving 55,575 shares worth $21.3M. The position accounts for 0.13% of the portfolio, ranked #140.

United Capital Financial Advisors first reported a position in SMH in Q3 2014 and has held it in 23 quarters since. The position peaked at $38.4M in Q3 2016. 1,297 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

  • United Capital Financial Advisors held 55,575 shares of VanEck Semiconductor ETF worth $21.3M as of Q1 2026.
  • United Capital Financial Advisors sold 786 VanEck Semiconductor ETF shares in Q1 2026, an estimated $312K.
  • VanEck Semiconductor ETF made up 0.13% of United Capital Financial Advisors's portfolio in Q1 2026, its #140 holding.
  • United Capital Financial Advisors first reported a position in VanEck Semiconductor ETF in Q3 2014 and has held it in 23 quarters since.
  • United Capital Financial Advisors's VanEck Semiconductor ETF position peaked at $38.4M in Q3 2016.
  • 1,297 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.