Evelyn Partners Investment Management (Europe)’s iShares Semiconductor ETF SOXX Stock Holding History

Evelyn Partners Investment Management (Europe)’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	$3.69M	Sell	11,219 -47	-0.4%	-$16K	1.27%	23
2025 Q4	$3.39M	Buy	11,266 +751	+7%	+$221K	1.1%	27
2025 Q3	$2.85M	Buy	10,515 +262	+3%	+$65.3K	0.99%	27
2025 Q2	$2.45M	Sell	10,253 -901	-8%	-$181K	0.88%	30
2025 Q1	$2.1M	Buy	11,154 +1,660	+17%	+$354K	0.79%	31
2024 Q4	$2.05M	Buy	+9,494	New	+$2.12M	0.74%	30

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 $445B AUM 25.58% 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

Evelyn Partners Investment Management (Europe)'s SOXX Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) reduced its iShares Semiconductor ETF (SOXX) stake by 0.42% in Q1 2026, selling an estimated $16K and leaving 11,219 shares worth $3.69M. The position accounts for 1.27% of the portfolio, ranked #23.

Evelyn Partners Investment Management (Europe) first reported a position in SOXX in Q4 2024 and has held it in 6 quarters since. 928 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Evelyn Partners Investment Management (Europe) held 11,219 shares of iShares Semiconductor ETF worth $3.69M as of Q1 2026.
Evelyn Partners Investment Management (Europe) sold 47 iShares Semiconductor ETF shares in Q1 2026, an estimated $16K.
iShares Semiconductor ETF made up 1.27% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #23 holding.
Evelyn Partners Investment Management (Europe) first reported a position in iShares Semiconductor ETF in Q4 2024 and has held it in 6 quarters since.
928 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.