Gallagher Fiduciary Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Gallagher Fiduciary Advisors’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	$5.45M	Sell	8,513 -826	-9%	-$419K	0.18%	43
2026 Q1	$3.07M	Sell	9,339 -979	-9%	-$334K	0.12%	38
2025 Q4	$3.11M	Sell	10,318 -2,694	-21%	-$794K	0.1%	54
2025 Q3	$3.53M	Sell	13,012 -511	-4%	-$127K	0.13%	40
2025 Q2	$3.23M	Buy	13,523 +11,777	+675%	+$2.36M	0.12%	37
2025 Q1	$329K	Buy	1,746 +110	+7%	+$23.5K	0.01%	224
2024 Q4	$353K	Sell	1,636 -30	-2%	-$6.69K	0.07%	195
2024 Q3	$384K	Hold	1,666	–	–	0.08%	157
2024 Q2	$411K	Buy	1,666 +22	+1%	+$5.04K	0.09%	118
2024 Q1	$371K	Sell	1,644 -90	-5%	-$18.7K	0.01%	129
2023 Q4	$333K	Buy	1,734 +69	+4%	+$11.6K	0.01%	131
2023 Q3	$263K	Sell	1,665 -129	-7%	-$21.5K	0.02%	142
2023 Q2	$303K	Buy	1,794 +84	+5%	+$12.6K	0.02%	158
2023 Q1	$253K	Buy	+1,710	New	+$233K	0.02%	168

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

Gallagher Fiduciary Advisors's SOXX Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 8.8% in Q2 2026, selling an estimated $419K and leaving 8,513 shares worth $5.45M. The position accounts for 0.18% of the portfolio, ranked #43.

Gallagher Fiduciary Advisors first reported a position in SOXX in Q1 2023 and has held it in 14 quarters since. 1,185 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Gallagher Fiduciary Advisors held 8,513 shares of iShares Semiconductor ETF worth $5.45M as of Q2 2026.
Gallagher Fiduciary Advisors sold 826 iShares Semiconductor ETF shares in Q2 2026, an estimated $419K.
iShares Semiconductor ETF made up 0.18% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #43 holding.
Gallagher Fiduciary Advisors first reported a position in iShares Semiconductor ETF in Q1 2023 and has held it in 14 quarters since.
1,185 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.