Capital Analysts LLC
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Capital Analysts LLC’s iShares Semiconductor ETF SOXX Stock Holding History

Capital Analysts LLC’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 		$499K Buy
2,340
+1,209
+107% +$205K 0.01% 493
2026
Q1 		$124K Hold
1,131
– – ﹤0.01% 746
2025
Q4 		$114K Buy
1,131
+3
+0.3% +$295 ﹤0.01% 737
2025
Q3 		$102K Hold
1,128
– – ﹤0.01% 731
2025
Q2 		$90K Hold
1,128
– – ﹤0.01% 696
2025
Q1 		$70K Sell
1,128
-453
-29% -$32.2K ﹤0.01% 722
2024
Q4 		$114K Buy
1,581
+609
+63% +$45.3K ﹤0.01% 586
2024
Q3 		$75K Sell
972
-2,379
-71% -$182K ﹤0.01% 644
2024
Q2 		$276K Buy
3,351
+924
+38% +$70.5K 0.01% 411
2024
Q1 		$182K Buy
2,427
+1,671
+221% +$116K 0.01% 462
2023
Q4 		$48K Hold
756
– – ﹤0.01% 660
2023
Q3 		$40K Hold
756
– – ﹤0.01% 659
2023
Q2 		$43K Hold
756
– – ﹤0.01% 613
2023
Q1 		$37K Sell
756
-477
-39% -$21.7K ﹤0.01% 636
2022
Q4 		$48K Buy
1,233
+342
+38% +$13.2K ﹤0.01% 631
2022
Q3 		$31K Sell
891
-135
-13% -$5.64K ﹤0.01% 650
2022
Q2 		$40K Buy
1,026
+45
+5% +$2.02K ﹤0.01% 599
2022
Q1 		$52K Sell
981
-90
-8% -$4.8K ﹤0.01% 541
2021
Q4 		$64K Buy
1,071
+180
+20% +$10.1K ﹤0.01% 530
2021
Q3 		$44K Buy
891
+72
+9% +$3.65K ﹤0.01% 595
2021
Q2 		$41K Sell
819
-504
-38% -$24K ﹤0.01% 584
2021
Q1 		$62K Buy
1,323
+567
+75% +$25.9K ﹤0.01% 553
2020
Q4 		$32K Sell
756
-28,800
-97% -$1.1M ﹤0.01% 463
2020
Q3 		$1M Sell
29,556
-4,275
-13% -$139K 0.1% 158
2020
Q2 		$1.02M Buy
33,831
+25,200
+292% +$679K 0.11% 151
2020
Q1 		$197K Buy
8,631
+7,875
+1,042% +$208K 0.02% 210
2019
Q4 		$21K Hold
756
– – ﹤0.01% 488
2019
Q3 		$17K Hold
756
– – ﹤0.01% 486
2019
Q2 		$17K Hold
756
– – ﹤0.01% 474
2019
Q1 		$15K Buy
+756
New +$14.9K ﹤0.01% 467

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Analysts LLC's SOXX Position: Q2 2026 in Review

Capital Analysts LLC increased its iShares Semiconductor ETF (SOXX) stake by 107% in Q2 2026, buying an estimated $205K and bringing the position to 2,340 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #493.

Capital Analysts LLC first reported a position in SOXX in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.02M in Q2 2020. 1,194 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Capital Analysts LLC held 2,340 shares of iShares Semiconductor ETF worth $499K as of Q2 2026.
  • Capital Analysts LLC bought 1,209 iShares Semiconductor ETF shares in Q2 2026, an estimated $205K.
  • iShares Semiconductor ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #493 holding.
  • Capital Analysts LLC first reported a position in iShares Semiconductor ETF in Q1 2019 and has held it in 30 quarters since.
  • Capital Analysts LLC's iShares Semiconductor ETF position peaked at $1.02M in Q2 2020.
  • 1,194 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.