WAUI
SOXX icon

WELLINGTON-ALTUS USA INC.’s iShares Semiconductor ETF SOXX Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$49.3K Hold
150
– – 0.04% 305
2026
Q1 		$96.1K Hold
150
– – 0.06% 252
2025
Q4 		$45.2K Buy
+150
New +$44.2K 0.03% 314

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 $445B AUM 25.58% 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

WELLINGTON-ALTUS USA INC.'s SOXX Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 150 shares worth $49.3K. The position accounts for 0.04% of the portfolio, ranked #305.

WELLINGTON-ALTUS USA INC. first reported a position in SOXX in Q4 2025 and has held it in 3 quarters since. The position peaked at $96.1K in Q1 2026. 1,186 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 150 shares of iShares Semiconductor ETF worth $49.3K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. left its iShares Semiconductor ETF share count unchanged in Q2 2026.
  • iShares Semiconductor ETF made up 0.04% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #305 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in iShares Semiconductor ETF in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s iShares Semiconductor ETF position peaked at $96.1K in Q1 2026.
  • 1,186 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.