Edgestream Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Edgestream Partners’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	$1.9M	Buy	2,959 +2,228	+305%	+$1.13M	0.06%	536
2026 Q1	$240K	Sell	731 -7,368	-91%	-$2.52M	0.01%	837
2025 Q4	$2.44M	Buy	8,099 +5,725	+241%	+$1.69M	0.07%	476
2025 Q3	$644K	Buy	+2,374	New	+$592K	0.02%	696
2025 Q2	–	Sell	-2,804	Closed	-$528K	–	1052
2025 Q1	$528K	Buy	2,804 +253	+10%	+$54K	0.02%	693
2024 Q4	$550K	Buy	+2,551	New	+$569K	0.02%	674
2024 Q3	–	Sell	-2,789	Closed	-$688K	–	1059
2024 Q2	$688K	Buy	2,789 +693	+33%	+$159K	0.03%	612
2024 Q1	$474K	Sell	2,096 -1,555	-43%	-$323K	0.02%	650
2023 Q4	$701K	Buy	3,651 +213	+6%	+$35.7K	0.05%	527
2023 Q3	$543K	Buy	3,438 +678	+25%	+$113K	0.04%	576
2023 Q2	$467K	Buy	+2,760	New	+$414K	0.04%	540

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

Edgestream Partners's SOXX Position: Q2 2026 in Review

Edgestream Partners increased its iShares Semiconductor ETF (SOXX) stake by 305% in Q2 2026, buying an estimated $1.13M and bringing the position to 2,959 shares worth $1.9M. The position accounts for 0.06% of the portfolio, ranked #536.

Edgestream Partners first reported a position in SOXX in Q2 2023 and has held it in 11 quarters since. The position peaked at $2.44M in Q4 2025. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Edgestream Partners held 2,959 shares of iShares Semiconductor ETF worth $1.9M as of Q2 2026.
Edgestream Partners bought 2,228 iShares Semiconductor ETF shares in Q2 2026, an estimated $1.13M.
iShares Semiconductor ETF made up 0.06% of Edgestream Partners's portfolio in Q2 2026, its #536 holding.
Edgestream Partners first reported a position in iShares Semiconductor ETF in Q2 2023 and has held it in 11 quarters since.
Edgestream Partners's iShares Semiconductor ETF position peaked at $2.44M in Q4 2025.
1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.