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 Q2	$8.81M	Sell	13,425 -600	-4%	-$327K	2.55%	9
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 $1.55T 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

Westwood Wealth Management's SMH Position: Q2 2026 in Review

Westwood Wealth Management reduced its VanEck Semiconductor ETF (SMH) stake by 4.3% in Q2 2026, selling an estimated $327K and leaving 13,425 shares worth $8.81M. The position accounts for 2.55% of the portfolio, ranked #9.

Westwood Wealth Management first reported a position in SMH in Q4 2021 and has held it in 17 quarters since. 1,558 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Westwood Wealth Management held 13,425 shares of VanEck Semiconductor ETF worth $8.81M as of Q2 2026.
Westwood Wealth Management sold 600 VanEck Semiconductor ETF shares in Q2 2026, an estimated $327K.
VanEck Semiconductor ETF made up 2.55% of Westwood Wealth Management's portfolio in Q2 2026, its #9 holding.
Westwood Wealth Management first reported a position in VanEck Semiconductor ETF in Q4 2021 and has held it in 17 quarters since.
1,558 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Westwood Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.