Atria Investments’s iShares Semiconductor ETF SOXX Stock Holding History

Atria Investments’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 Q1	$3.58M	Sell	10,897 -670	-6%	-$229K	0.04%	478
2025 Q4	$3.48M	Sell	11,567 -1,352	-10%	-$399K	0.04%	502
2025 Q3	$3.5M	Sell	12,919 -529	-4%	-$132K	0.04%	511
2025 Q2	$3.21M	Buy	13,448 +11,154	+486%	+$2.24M	0.04%	543
2025 Q1	$432K	Sell	2,294 -674	-23%	-$144K	0.01%	1434
2024 Q4	$640K	Sell	2,968 -1,731	-37%	-$386K	0.01%	1201
2024 Q3	$1.08M	Sell	4,699 -4,859	-51%	-$1.12M	0.01%	931
2024 Q2	$2.36M	Sell	9,558 -951	-9%	-$218K	0.03%	592
2024 Q1	$2.37M	Buy	10,509 +660	+7%	+$137K	0.03%	587
2023 Q4	$1.89M	Sell	9,849 -1,506	-13%	-$253K	0.03%	619
2023 Q3	$1.79M	Sell	11,355 -588	-5%	-$97.9K	0.03%	608
2023 Q2	$2.02M	Sell	11,943 -1,758	-13%	-$264K	0.04%	546
2023 Q1	$2.03M	Buy	+13,701	New	+$1.87M	0.04%	529
2022 Q3	–	Sell	-8,901	Closed	-$1.04M	–	787
2022 Q2	$1.04M	Sell	8,901 -4,434	-33%	-$598K	0.02%	739
2022 Q1	$2.1M	Buy	13,335 +729	+6%	+$117K	0.04%	553
2021 Q4	$2.28M	Buy	12,606 +1,872	+17%	+$314K	0.04%	511
2021 Q3	$1.59M	Buy	+10,734	New	+$1.63M	0.03%	620
2021 Q2	–	Sell	-10,590	Closed	-$1.5M	–	790
2021 Q1	$1.5M	Buy	10,590 +297	+3%	+$40.6K	0.03%	555
2020 Q4	$1.3M	Sell	10,293 -2,280	-18%	-$262K	0.03%	576
2020 Q3	$1.28M	Buy	+12,573	New	+$1.23M	0.04%	481
2020 Q1	–	Sell	-6,114	Closed	-$512K	–	1103
2019 Q4	$512K	Buy	6,114 +420	+7%	+$32.3K	0.01%	784
2019 Q3	$401K	Buy	+5,694	New	+$393K	0.01%	637
2018 Q3	–	Sell	-3,975	Closed	-$236K	–	1034
2018 Q2	$236K	Buy	+3,975	New	+$241K	0.01%	825

Other funds holding SOXX

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Atria Investments's SOXX Position: Q1 2026 in Review

Atria Investments reduced its iShares Semiconductor ETF (SOXX) stake by 5.8% in Q1 2026, selling an estimated $229K and leaving 10,897 shares worth $3.58M. The position accounts for 0.04% of the portfolio, ranked #478.

Atria Investments first reported a position in SOXX in Q2 2018 and has held it in 23 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Atria Investments held 10,897 shares of iShares Semiconductor ETF worth $3.58M as of Q1 2026.
Atria Investments sold 670 iShares Semiconductor ETF shares in Q1 2026, an estimated $229K.
iShares Semiconductor ETF made up 0.04% of Atria Investments's portfolio in Q1 2026, its #478 holding.
Atria Investments first reported a position in iShares Semiconductor ETF in Q2 2018 and has held it in 23 quarters since.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.