Annis Gardner Whiting Capital Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio SOXX Stock Details SOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$202K	Sell	315 -256	-45%	-$130K	0.03%	340
2026 Q1	$188K	Buy	571 +88	+18%	+$30K	0.03%	318
2025 Q4	$145K	Buy	+483	New	+$142K	0.03%	337

Other funds holding SOXX

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's SOXX Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 45% in Q2 2026, selling an estimated $130K and leaving 315 shares worth $202K. The position accounts for 0.03% of the portfolio, ranked #340.

Annis Gardner Whiting Capital Advisors first reported a position in SOXX in Q4 2025 and has held it in 3 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 315 shares of iShares Semiconductor ETF worth $202K as of Q2 2026.
Annis Gardner Whiting Capital Advisors sold 256 iShares Semiconductor ETF shares in Q2 2026, an estimated $130K.
iShares Semiconductor ETF made up 0.03% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #340 holding.
Annis Gardner Whiting Capital Advisors first reported a position in iShares Semiconductor ETF in Q4 2025 and has held it in 3 quarters since.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.