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 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

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

Winthrop Advisory Group's SMH Position: Q2 2026 in Review

Winthrop Advisory Group increased its VanEck Semiconductor ETF (SMH) stake by 10% in Q2 2026, buying an estimated $80.8K and bringing the position to 1,632 shares worth $1.07M. The position accounts for 0.07% of the portfolio, ranked #82.

Winthrop Advisory Group first reported a position in SMH in Q1 2024 and has held it in 10 quarters since. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Winthrop Advisory Group held 1,632 shares of VanEck Semiconductor ETF worth $1.07M as of Q2 2026.
Winthrop Advisory Group bought 148 VanEck Semiconductor ETF shares in Q2 2026, an estimated $80.8K.
VanEck Semiconductor ETF made up 0.07% of Winthrop Advisory Group's portfolio in Q2 2026, its #82 holding.
Winthrop Advisory Group first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 10 quarters since.
1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.