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Grimes & Company’s iShares Semiconductor ETF SOXX Stock Holding History

Grimes & Company’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 		$1.23M Sell
1,916
-53
-3% -$26.9K 0.03% 237
2026
Q1 		$647K Sell
1,969
-182
-8% -$62.1K 0.02% 278
2025
Q4 		$648K Sell
2,151
-136
-6% -$40.1K 0.02% 289
2025
Q3 		$620K Sell
2,287
-409
-15% -$102K 0.02% 285
2025
Q2 		$644K Buy
+2,696
New +$540K 0.02% 245
2025
Q1 		– Sell
-1,130
Closed -$243K – 400
2024
Q4 		$243K Buy
+1,130
New +$252K 0.01% 337

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

Grimes & Company's SOXX Position: Q2 2026 in Review

Grimes & Company reduced its iShares Semiconductor ETF (SOXX) stake by 2.7% in Q2 2026, selling an estimated $26.9K and leaving 1,916 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #237.

Grimes & Company first reported a position in SOXX in Q4 2024 and has held it in 6 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Grimes & Company held 1,916 shares of iShares Semiconductor ETF worth $1.23M as of Q2 2026.
  • Grimes & Company sold 53 iShares Semiconductor ETF shares in Q2 2026, an estimated $26.9K.
  • iShares Semiconductor ETF made up 0.03% of Grimes & Company's portfolio in Q2 2026, its #237 holding.
  • Grimes & Company first reported a position in iShares Semiconductor ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.