William Blair & Company
SMH icon

William Blair & Company’s VanEck Semiconductor ETF SMH Stock Holding History

William Blair & Company’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 		$16.8M Buy
25,583
+2,659
+12% +$1.45M 0.04% 286
2026
Q1 		$8.79M Sell
22,924
-967
-4% -$384K 0.03% 374
2025
Q4 		$8.6M Sell
23,891
-2,658
-10% -$933K 0.02% 390
2025
Q3 		$8.66M Sell
26,549
-42,307
-61% -$12.5M 0.02% 395
2025
Q2 		$19.2M Sell
68,856
-17,535
-20% -$4.07M 0.05% 235
2025
Q1 		$18.3M Buy
86,391
+9,030
+12% +$2.16M 0.06% 235
2024
Q4 		$18.7M Sell
77,361
-19,168
-20% -$4.76M 0.05% 232
2024
Q3 		$23.7M Buy
96,529
+24,204
+33% +$5.89M 0.07% 210
2024
Q2 		$18.9M Buy
72,325
+10,636
+17% +$2.49M 0.06% 228
2024
Q1 		$13.9M Buy
61,689
+6,009
+11% +$1.21M 0.04% 279
2023
Q4 		$9.74M Buy
55,680
+41
+0.1% +$6.42K 0.03% 324
2023
Q3 		$8.07M Buy
55,639
+19,151
+52% +$2.9M 0.03% 344
2023
Q2 		$5.56M Buy
36,488
+914
+3% +$124K 0.02% 419
2023
Q1 		$4.68M Buy
35,574
+1,434
+4% +$172K 0.02% 453
2022
Q4 		$3.46M Buy
34,140
+11,610
+52% +$1.18M 0.02% 505
2022
Q3 		$2.08M Buy
22,530
+1,420
+7% +$155K 0.01% 611
2022
Q2 		$2.15M Sell
21,110
-26,484
-56% -$3.08M 0.01% 620
2022
Q1 		$6.42M Buy
47,594
+4,800
+11% +$657K 0.02% 405
2021
Q4 		$6.61M Buy
42,794
+1,348
+3% +$195K 0.02% 424
2021
Q3 		$5.31M Sell
41,446
-212
-0.5% -$27.9K 0.02% 445
2021
Q2 		$5.46M Sell
41,658
-8,326
-17% -$1.03M 0.02% 438
2021
Q1 		$6.09M Buy
49,984
+3,596
+8% +$426K 0.02% 414
2020
Q4 		$5.07M Buy
46,388
+774
+2% +$76.7K 0.02% 437
2020
Q3 		$3.97M Sell
45,614
-4,460
-9% -$374K 0.02% 444
2020
Q2 		$3.83M Sell
50,074
-6,650
-12% -$457K 0.02% 434
2020
Q1 		$3.32M Sell
56,724
-2,950
-5% -$199K 0.02% 413
2019
Q4 		$4.22M Buy
59,674
+9,584
+19% +$628K 0.02% 428
2019
Q3 		$2.98M Buy
50,090
+47,690
+1,987% +$2.76M 0.02% 484
2019
Q2 		$132K Buy
2,400
+1,400
+140% +$76.2K ﹤0.01% 1388
2019
Q1 		$53K Buy
1,000
+200
+25% +$9.91K ﹤0.01% 1460
2018
Q4 		$35K Buy
+800
New +$37.5K ﹤0.01% 1434

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

William Blair & Company's SMH Position: Q2 2026 in Review

William Blair & Company increased its VanEck Semiconductor ETF (SMH) stake by 12% in Q2 2026, buying an estimated $1.45M and bringing the position to 25,583 shares worth $16.8M. The position accounts for 0.04% of the portfolio, ranked #286.

William Blair & Company first reported a position in SMH in Q4 2018 and has held it in 31 quarters since. The position peaked at $23.7M in Q3 2024. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • William Blair & Company held 25,583 shares of VanEck Semiconductor ETF worth $16.8M as of Q2 2026.
  • William Blair & Company bought 2,659 VanEck Semiconductor ETF shares in Q2 2026, an estimated $1.45M.
  • VanEck Semiconductor ETF made up 0.04% of William Blair & Company's portfolio in Q2 2026, its #286 holding.
  • William Blair & Company first reported a position in VanEck Semiconductor ETF in Q4 2018 and has held it in 31 quarters since.
  • William Blair & Company's VanEck Semiconductor ETF position peaked at $23.7M in Q3 2024.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.