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Wealth Quarterback’s VanEck Semiconductor ETF SMH Stock Holding History

Wealth Quarterback’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 		$18.7M Buy
28,436
+12,228
+75% +$6.67M 5.76% 3
2026
Q1 		$6.21M Sell
16,208
-3,637
-18% -$1.44M 2.45% 7
2025
Q4 		$7.15M Sell
19,845
-467
-2% -$164K 2.57% 6
2025
Q3 		$6.63M Buy
20,312
+248
+1% +$73.4K 2.56% 8
2025
Q2 		$5.6M Buy
20,064
+9,666
+93% +$2.24M 2.65% 6
2025
Q1 		$2.2M Buy
10,398
+3,549
+52% +$851K 1.24% 14
2024
Q4 		$1.66M Buy
6,849
+515
+8% +$128K 0.78% 24
2024
Q3 		$1.55M Buy
+6,334
New +$1.54M 0.81% 24
2021
Q3 		$79K Sell
612
-320
-34% -$42.1K 0.05% 180
2021
Q2 		$123K Buy
+932
New +$115K 0.07% 155
2020
Q2 		– Sell
-930
Closed -$54.5K – 659
2020
Q1 		$54.5K Buy
+930
New +$62.7K 0.05% 216

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

Wealth Quarterback's SMH Position: Q2 2026 in Review

Wealth Quarterback increased its VanEck Semiconductor ETF (SMH) stake by 75% in Q2 2026, buying an estimated $6.67M and bringing the position to 28,436 shares worth $18.7M. The position accounts for 5.76% of the portfolio, ranked #3.

Wealth Quarterback first reported a position in SMH in Q1 2020 and has held it in 11 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Wealth Quarterback held 28,436 shares of VanEck Semiconductor ETF worth $18.7M as of Q2 2026.
  • Wealth Quarterback bought 12,228 VanEck Semiconductor ETF shares in Q2 2026, an estimated $6.67M.
  • VanEck Semiconductor ETF made up 5.76% of Wealth Quarterback's portfolio in Q2 2026, its #3 holding.
  • Wealth Quarterback first reported a position in VanEck Semiconductor ETF in Q1 2020 and has held it in 11 quarters since.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.