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 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 $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

Gallagher Fiduciary Advisors's SOXX Position: Q1 2026 in Review

Gallagher Fiduciary Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 9.5% in Q1 2026, selling an estimated $334K and leaving 9,339 shares worth $3.07M. The position accounts for 0.12% of the portfolio, ranked #38.

Gallagher Fiduciary Advisors first reported a position in SOXX in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.53M in Q3 2025. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Gallagher Fiduciary Advisors held 9,339 shares of iShares Semiconductor ETF worth $3.07M as of Q1 2026.
Gallagher Fiduciary Advisors sold 979 iShares Semiconductor ETF shares in Q1 2026, an estimated $334K.
iShares Semiconductor ETF made up 0.12% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #38 holding.
Gallagher Fiduciary Advisors first reported a position in iShares Semiconductor ETF in Q1 2023 and has held it in 13 quarters since.
Gallagher Fiduciary Advisors's iShares Semiconductor ETF position peaked at $3.53M in Q3 2025.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.