Winthrop Advisory Group’s VanEck Semiconductor ETF SMH Stock Holding History

Winthrop Advisory Group’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 Q3	$813K	Sell	1,334 -298	-18%	-$171K	0.05%	96
2026 Q2	$1.07M	Buy	1,632 +148	+10%	+$80.8K	0.07%	82
2026 Q1	$569K	Sell	1,484 -15	-1%	-$5.96K	0.05%	99
2025 Q4	$540K	Buy	1,499 +72	+5%	+$25.3K	0.05%	100
2025 Q3	$466K	Sell	1,427 -30	-2%	-$8.88K	0.04%	110
2025 Q2	$406K	Buy	1,457 +194	+15%	+$45K	0.04%	115
2025 Q1	$267K	Buy	1,263 +67	+6%	+$16.1K	0.03%	127
2024 Q4	$290K	Buy	1,196 +89	+8%	+$22.1K	0.03%	120
2024 Q3	$272K	Sell	1,107 -64	-5%	-$15.6K	0.03%	119
2024 Q2	$305K	Buy	1,171 +278	+31%	+$65.2K	0.04%	107
2024 Q1	$201K	Buy	+893	New	+$180K	0.03%	136

Other funds holding SMH

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Winthrop Advisory Group's SMH Position: Q3 2026 in Review

Winthrop Advisory Group reduced its VanEck Semiconductor ETF (SMH) stake by 18% in Q3 2026, selling an estimated $171K and leaving 1,334 shares worth $813K. The position accounts for 0.05% of the portfolio, ranked #96.

Winthrop Advisory Group first reported a position in SMH in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.07M in Q2 2026. 1,076 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

Winthrop Advisory Group held 1,334 shares of VanEck Semiconductor ETF worth $813K as of Q3 2026.
Winthrop Advisory Group sold 298 VanEck Semiconductor ETF shares in Q3 2026, an estimated $171K.
VanEck Semiconductor ETF made up 0.05% of Winthrop Advisory Group's portfolio in Q3 2026, its #96 holding.
Winthrop Advisory Group first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 11 quarters since.
Winthrop Advisory Group's VanEck Semiconductor ETF position peaked at $1.07M in Q2 2026.
1,076 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.