Westwood Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Westwood Wealth Management’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	$5.38M	Buy	+14,025	New	+$5.57M	2.11%	12
2025 Q4	–	Sell	-14,025	Closed	-$4.58M	–	124
2025 Q3	$4.58M	Sell	14,025 -1,790	-11%	-$530K	1.68%	14
2025 Q2	$4.41M	Sell	15,815 -700	-4%	-$162K	1.48%	14
2025 Q1	$3.49M	Buy	16,515 +725	+5%	+$174K	1.51%	13
2024 Q4	$3.82M	Hold	15,790	–	–	1.38%	14
2024 Q3	$3.88M	Sell	15,790 -1,500	-9%	-$365K	1.52%	13
2024 Q2	$4.51M	Buy	17,290 +1,500	+9%	+$352K	1.68%	14
2024 Q1	$3.55M	Sell	15,790 -200	-1%	-$40.2K	1.74%	14
2023 Q4	$2.8M	Sell	15,990 -350	-2%	-$54.8K	2.16%	10
2023 Q3	$2.37M	Sell	16,340 -2,110	-11%	-$320K	1.57%	13
2023 Q2	$2.81M	Sell	18,450 -200	-1%	-$27K	1.98%	10
2023 Q1	$2.45M	Sell	18,650 -2,130	-10%	-$255K	2.19%	10
2022 Q4	$2.11M	Buy	20,780 +1,390	+7%	+$141K	2.53%	7
2022 Q3	$1.79M	Buy	19,390 +800	+4%	+$87.2K	1.61%	11
2022 Q2	$1.89M	Buy	+18,590	New	+$2.16M	2.18%	7
2022 Q1	–	Sell	-40,190	Closed	–	–	57
2021 Q4	$0	Buy	+40,190	New	+$5.81M	﹤0.01%	50

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Westwood Wealth Management's SMH Position: Q1 2026 in Review

Westwood Wealth Management opened a new position in VanEck Semiconductor ETF (SMH) in Q1 2026: 14,025 shares worth $5.38M. The stake represents 2.11% of the portfolio and ranks #12 among its holdings. This is a return to the name: Westwood Wealth Management previously reported a position in SMH as recently as Q3 2025.

Westwood Wealth Management first reported a position in SMH in Q4 2021 and has held it in 16 quarters since. 1,299 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Westwood Wealth Management held 14,025 shares of VanEck Semiconductor ETF worth $5.38M as of Q1 2026.
VanEck Semiconductor ETF was a new Westwood Wealth Management position in Q1 2026.
VanEck Semiconductor ETF made up 2.11% of Westwood Wealth Management's portfolio in Q1 2026, its #12 holding.
Westwood Wealth Management first reported a position in VanEck Semiconductor ETF in Q4 2021 and has held it in 16 quarters since.
1,299 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.