Zullo Investment Group’s VanEck Semiconductor ETF SMH Stock Holding History

Zullo Investment 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	$507K	Sell	773 -137	-15%	-$74.8K	0.17%	96
2026 Q1	$349K	Sell	910 -33	-3%	-$13.1K	0.13%	110
2025 Q4	$340K	Sell	943 -7	-0.7%	-$2.46K	0.12%	111
2025 Q3	$310K	Buy	950 +9	+1%	+$2.67K	0.11%	122
2025 Q2	$263K	Buy	+941	New	+$218K	0.11%	130
2023 Q1	–	Sell	-456	Closed	-$46.3K	–	610
2022 Q4	$46.3K	Buy	456 +56	+14%	+$5.69K	0.03%	278
2022 Q3	$37K	Buy	400 +58	+17%	+$6.32K	0.02%	312
2022 Q2	$35K	Buy	342 +10	+3%	+$1.16K	0.02%	328
2022 Q1	$45K	Buy	332 +50	+18%	+$6.85K	0.02%	312
2021 Q4	$43K	Buy	+282	New	+$40.8K	0.02%	324

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

Zullo Investment Group's SMH Position: Q2 2026 in Review

Zullo Investment Group reduced its VanEck Semiconductor ETF (SMH) stake by 15% in Q2 2026, selling an estimated $74.8K and leaving 773 shares worth $507K. The position accounts for 0.17% of the portfolio, ranked #96.

Zullo Investment Group first reported a position in SMH in Q4 2021 and has held it in 10 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Zullo Investment Group held 773 shares of VanEck Semiconductor ETF worth $507K as of Q2 2026.
Zullo Investment Group sold 137 VanEck Semiconductor ETF shares in Q2 2026, an estimated $74.8K.
VanEck Semiconductor ETF made up 0.17% of Zullo Investment Group's portfolio in Q2 2026, its #96 holding.
Zullo Investment Group first reported a position in VanEck Semiconductor ETF in Q4 2021 and has held it in 10 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.