Kovitz Investment Group Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Kovitz Investment Group Partners’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
2025 Q4	–	Sell	-2,833	Closed	-$768K	–	1196
2025 Q3	$768K	Sell	2,833 -73	-3%	-$18.2K	﹤0.01%	898
2025 Q2	$694K	Sell	2,906 -1,049	-27%	-$210K	﹤0.01%	880
2025 Q1	$744K	Sell	3,955 -218	-5%	-$46.5K	﹤0.01%	812
2024 Q4	$899K	Buy	4,173 +1,055	+34%	+$235K	﹤0.01%	741
2024 Q3	$646K	Buy	3,118 +297	+11%	+$68.2K	﹤0.01%	711
2024 Q2	$696K	Sell	2,821 -50	-2%	-$11.4K	0.01%	611
2024 Q1	$649K	Buy	+2,871	New	+$597K	0.01%	467

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Kovitz Investment Group Partners's SOXX Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares Semiconductor ETF (SOXX) in Q4 2025, closing a stake of 2,833 shares — an estimated $768K sold.

Kovitz Investment Group Partners first reported a position in SOXX in Q1 2024 and held it in 7 quarters. The position peaked at $899K in Q4 2024. 877 funds tracked by Wall St. Rank hold SOXX as of Q4 2025.

Kovitz Investment Group Partners reported no remaining iShares Semiconductor ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 2,833 iShares Semiconductor ETF shares in Q4 2025, an estimated $768K.
Kovitz Investment Group Partners first reported a position in iShares Semiconductor ETF in Q1 2024 and held it in 7 quarters.
Kovitz Investment Group Partners's iShares Semiconductor ETF position peaked at $899K in Q4 2024.
877 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.