Klingman & Associates’s iShares Semiconductor ETF SOXX Stock Holding History

Klingman & Associates’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	$4.59M	Hold	13,969	–	–	0.22%	49
2025 Q4	$4.21M	Hold	13,969	–	–	0.2%	52
2025 Q3	$3.79M	Sell	13,969 -216	-2%	-$53.9K	0.19%	54
2025 Q2	$3.39M	Hold	14,185	–	–	0.19%	54
2025 Q1	$2.67M	Buy	14,185 +890	+7%	+$190K	0.16%	61
2024 Q4	$2.86M	Buy	13,295 +95	+0.7%	+$21.2K	0.18%	55
2024 Q3	$3.04M	Sell	13,200 -12	-0.1%	-$2.76K	0.19%	55
2024 Q2	$3.26M	Buy	13,212 +12	+0.1%	+$2.75K	0.22%	50
2024 Q1	$2.98M	Hold	13,200	–	–	0.21%	49
2023 Q4	$2.53M	Hold	13,200	–	–	0.19%	52
2023 Q3	$2.08M	Hold	13,200	–	–	0.17%	60
2023 Q2	$2.23M	Hold	13,200	–	–	0.18%	54
2023 Q1	$1.96M	Hold	13,200	–	–	0.17%	56
2022 Q4	$1.53M	Hold	13,200	–	–	0.13%	63
2022 Q3	$1.4M	Hold	13,200	–	–	0.14%	62
2022 Q2	$1.54M	Hold	13,200	–	–	0.15%	61
2022 Q1	$2.08M	Hold	13,200	–	–	0.18%	51
2021 Q4	$2.39M	Hold	13,200	–	–	0.21%	43
2021 Q3	$1.96M	Hold	13,200	–	–	0.18%	49
2021 Q2	$2M	Hold	13,200	–	–	0.19%	48
2021 Q1	$1.87M	Hold	13,200	–	–	0.19%	46
2020 Q4	$1.67M	Sell	13,200 -30	-0.2%	-$3.44K	0.19%	47
2020 Q3	$1.34M	Buy	13,230 +30	+0.2%	+$2.93K	0.18%	47
2020 Q2	$1.19M	Hold	13,200	–	–	0.18%	50
2020 Q1	$903K	Hold	13,200	–	–	0.18%	53
2019 Q4	$1.1M	Hold	13,200	–	–	0.18%	51
2019 Q3	$930K	Hold	13,200	–	–	0.17%	53
2019 Q2	$873K	Hold	13,200	–	–	0.16%	53
2019 Q1	$834K	Hold	13,200	–	–	0.16%	54
2018 Q4	$690K	Hold	13,200	–	–	0.16%	53
2018 Q3	$814K	Hold	13,200	–	–	0.17%	52
2018 Q2	$784K	Hold	13,200	–	–	0.17%	54
2018 Q1	$792K	Hold	13,200	–	–	0.18%	49
2017 Q4	$747K	Hold	13,200	–	–	0.16%	54
2017 Q3	$698K	Hold	13,200	–	–	0.17%	45
2017 Q2	$617K	Hold	13,200	–	–	0.16%	50
2017 Q1	$602K	Hold	13,200	–	–	0.17%	50
2016 Q4	$540K	Hold	13,200	–	–	0.16%	51
2016 Q3	$497K	Hold	13,200	–	–	0.15%	56
2016 Q2	$412K	Hold	13,200	–	–	0.13%	63
2016 Q1	$403K	Hold	13,200	–	–	0.14%	65
2015 Q4	$395K	Hold	13,200	–	–	0.15%	71
2015 Q3	$358K	Hold	13,200	–	–	0.14%	77
2015 Q2	$405K	Hold	13,200	–	–	0.16%	59
2015 Q1	$414K	Hold	13,200	–	–	0.17%	56
2014 Q4	$408K	Buy	+13,200	New	+$387K	0.17%	58

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

Klingman & Associates's SOXX Position: Q1 2026 in Review

Klingman & Associates held its iShares Semiconductor ETF (SOXX) position steady in Q1 2026 at 13,969 shares worth $4.59M. The position accounts for 0.22% of the portfolio, ranked #49.

Klingman & Associates first reported a position in SOXX in Q4 2014 and has held it in 46 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Klingman & Associates held 13,969 shares of iShares Semiconductor ETF worth $4.59M as of Q1 2026.
Klingman & Associates left its iShares Semiconductor ETF share count unchanged in Q1 2026.
iShares Semiconductor ETF made up 0.22% of Klingman & Associates's portfolio in Q1 2026, its #49 holding.
Klingman & Associates first reported a position in iShares Semiconductor ETF in Q4 2014 and has held it in 46 quarters since.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.