Badgley Phelps Wealth Managers’s iShares Semiconductor ETF SOXX Stock Holding History

Badgley Phelps Wealth Managers’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	–	Sell	-744	Closed	-$224K	–	341
2025 Q4	$224K	Buy	+744	New	+$219K	﹤0.01%	311
2025 Q1	–	Sell	-5,946	Closed	-$1.28M	–	305
2024 Q4	$1.28M	Buy	+5,946	New	+$1.33M	0.03%	165

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

Badgley Phelps Wealth Managers's SOXX Position: Q1 2026 in Review

Badgley Phelps Wealth Managers sold out of iShares Semiconductor ETF (SOXX) in Q1 2026, closing a stake of 744 shares — an estimated $224K sold.

Badgley Phelps Wealth Managers first reported a position in SOXX in Q4 2024 and held it in 2 quarters. The position peaked at $1.28M in Q4 2024. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Badgley Phelps Wealth Managers reported no remaining iShares Semiconductor ETF position as of Q1 2026 after selling out during the quarter.
Badgley Phelps Wealth Managers sold 744 iShares Semiconductor ETF shares in Q1 2026, an estimated $224K.
Badgley Phelps Wealth Managers first reported a position in iShares Semiconductor ETF in Q4 2024 and held it in 2 quarters.
Badgley Phelps Wealth Managers's iShares Semiconductor ETF position peaked at $1.28M in Q4 2024.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.