Y.D. More Investments’s VanEck Semiconductor ETF SMH Stock Holding History

Y.D. More Investments’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	$24.4M	Buy	37,169 +1,723	+5%	+$940K	0.76%	24
2026 Q1	$13.6M	Buy	35,446 +15,633	+79%	+$6.21M	0.53%	30
2025 Q4	$7.14M	Buy	19,813 +1,450	+8%	+$509K	0.34%	34
2025 Q3	$5.99M	Buy	18,363 +1,360	+8%	+$403K	0.34%	41
2025 Q2	$4.74M	Buy	17,003 +1,616	+11%	+$375K	0.33%	45
2025 Q1	$3.25M	Sell	15,387 -1,375	-8%	-$330K	0.28%	53
2024 Q4	$4.06M	Sell	16,762 -679	-4%	-$168K	0.37%	47
2024 Q3	$4.28M	Sell	17,441 -5,371	-24%	-$1.31M	0.45%	45
2024 Q2	$5.95M	Sell	22,812 -4,760	-17%	-$1.12M	0.61%	36
2024 Q1	$6.2M	Sell	27,572 -3,133	-10%	-$630K	1.1%	25
2023 Q4	$5.37M	Sell	30,705 -2,103	-6%	-$329K	1.03%	25
2023 Q3	$4.76M	Sell	32,808 -4,240	-11%	-$642K	0.91%	30
2023 Q2	$5.64M	Sell	37,048 -2,662	-7%	-$360K	1.3%	18
2023 Q1	$5.23M	Buy	39,710 +39,616	+42,145%	+$4.75M	1.18%	17
2022 Q4	$9.58K	Buy	+94	New	+$9.56K	﹤0.01%	349

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

Y.D. More Investments's SMH Position: Q2 2026 in Review

Y.D. More Investments increased its VanEck Semiconductor ETF (SMH) stake by 4.9% in Q2 2026, buying an estimated $940K and bringing the position to 37,169 shares worth $24.4M. The position accounts for 0.76% of the portfolio, ranked #24.

Y.D. More Investments first reported a position in SMH in Q4 2022 and has held it in 15 quarters since. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Y.D. More Investments held 37,169 shares of VanEck Semiconductor ETF worth $24.4M as of Q2 2026.
Y.D. More Investments bought 1,723 VanEck Semiconductor ETF shares in Q2 2026, an estimated $940K.
VanEck Semiconductor ETF made up 0.76% of Y.D. More Investments's portfolio in Q2 2026, its #24 holding.
Y.D. More Investments first reported a position in VanEck Semiconductor ETF in Q4 2022 and has held it in 15 quarters since.
1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.