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 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 $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

Edgestream Partners's SOXX Position: Q1 2026 in Review

Edgestream Partners reduced its iShares Semiconductor ETF (SOXX) stake by 91% in Q1 2026, selling an estimated $2.52M and leaving 731 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #837.

Edgestream Partners first reported a position in SOXX in Q2 2023 and has held it in 10 quarters since. The position peaked at $2.44M in Q4 2025. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Edgestream Partners held 731 shares of iShares Semiconductor ETF worth $240K as of Q1 2026.
Edgestream Partners sold 7,368 iShares Semiconductor ETF shares in Q1 2026, an estimated $2.52M.
iShares Semiconductor ETF made up 0.01% of Edgestream Partners's portfolio in Q1 2026, its #837 holding.
Edgestream Partners first reported a position in iShares Semiconductor ETF in Q2 2023 and has held it in 10 quarters since.
Edgestream Partners's iShares Semiconductor ETF position peaked at $2.44M in Q4 2025.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.