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 Q2	$37M	Buy	56,377 +802	+1%	+$438K	0.2%	94
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 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

United Capital Financial Advisors's SMH Position: Q2 2026 in Review

United Capital Financial Advisors increased its VanEck Semiconductor ETF (SMH) stake by 1.4% in Q2 2026, buying an estimated $438K and bringing the position to 56,377 shares worth $37M. The position accounts for 0.2% of the portfolio, ranked #94.

United Capital Financial Advisors first reported a position in SMH in Q3 2014 and has held it in 24 quarters since. The position peaked at $38.4M in Q3 2016. 1,554 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

United Capital Financial Advisors held 56,377 shares of VanEck Semiconductor ETF worth $37M as of Q2 2026.
United Capital Financial Advisors bought 802 VanEck Semiconductor ETF shares in Q2 2026, an estimated $438K.
VanEck Semiconductor ETF made up 0.2% of United Capital Financial Advisors's portfolio in Q2 2026, its #94 holding.
United Capital Financial Advisors first reported a position in VanEck Semiconductor ETF in Q3 2014 and has held it in 24 quarters since.
United Capital Financial Advisors's VanEck Semiconductor ETF position peaked at $38.4M in Q3 2016.
1,554 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.