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Westbourne Investments’s VanEck Semiconductor ETF SMH Stock Holding History

Westbourne Investments’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 		$295K Sell
450
-225
-33% -$123K 0.12% 112
2026
Q1 		$259K Sell
675
-50
-7% -$19.9K 0.12% 120
2025
Q4 		$261K Sell
725
-100
-12% -$35.1K 0.12% 115
2025
Q3 		$299K Sell
825
-230
-22% -$68.1K 0.14% 100
2025
Q2 		$294K Sell
1,055
-270
-20% -$62.6K 0.16% 106
2025
Q1 		$280K Sell
1,325
-215
-14% -$51.5K 0.17% 110
2024
Q4 		$373K Buy
+1,540
New +$382K 0.22% 88

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

Westbourne Investments's SMH Position: Q2 2026 in Review

Westbourne Investments reduced its VanEck Semiconductor ETF (SMH) stake by 33% in Q2 2026, selling an estimated $123K and leaving 450 shares worth $295K. The position accounts for 0.12% of the portfolio, ranked #112.

Westbourne Investments first reported a position in SMH in Q4 2024 and has held it in 7 quarters since. The position peaked at $373K in Q4 2024. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Westbourne Investments held 450 shares of VanEck Semiconductor ETF worth $295K as of Q2 2026.
  • Westbourne Investments sold 225 VanEck Semiconductor ETF shares in Q2 2026, an estimated $123K.
  • VanEck Semiconductor ETF made up 0.12% of Westbourne Investments's portfolio in Q2 2026, its #112 holding.
  • Westbourne Investments first reported a position in VanEck Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
  • Westbourne Investments's VanEck Semiconductor ETF position peaked at $373K in Q4 2024.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.