Klingenstein Fields & Co’s iShares Semiconductor ETF SOXX Stock Holding History

Klingenstein Fields & Co’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	$22.6M	Buy	+35,340	New	+$17.9M	0.79%	37

Other funds holding SOXX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

YDMI

Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return

Klingenstein Fields & Co's SOXX Position: Q2 2026 in Review

Klingenstein Fields & Co opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 35,340 shares worth $22.6M. The stake represents 0.79% of the portfolio and ranks #37 among its holdings.

804 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Klingenstein Fields & Co held 35,340 shares of iShares Semiconductor ETF worth $22.6M as of Q2 2026.
iShares Semiconductor ETF was a new Klingenstein Fields & Co position in Q2 2026.
iShares Semiconductor ETF made up 0.79% of Klingenstein Fields & Co's portfolio in Q2 2026, its #37 holding.
804 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Klingenstein Fields & Co's 13F filing for Q2 2026, filed 5 Aug 2026.