Lido Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Lido 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 Q2	$9.49M	Sell	14,817 -2,616	-15%	-$1.33M	0.03%	357
2026 Q1	$5.73M	Sell	17,433 -7,201	-29%	-$2.46M	0.02%	431
2025 Q4	$6.88M	Buy	24,634 +568	+2%	+$167K	0.02%	385
2025 Q3	$6.53M	Buy	24,066 +5,989	+33%	+$1.49M	0.02%	378
2025 Q2	$4.32M	Buy	18,077 +263	+1%	+$52.7K	0.02%	411
2025 Q1	$3.35M	Buy	17,814 +3,778	+27%	+$807K	0.02%	421
2024 Q4	$3.02M	Sell	14,036 -492	-3%	-$110K	0.01%	423
2024 Q3	$3.35M	Sell	14,528 -924	-6%	-$212K	0.02%	369
2024 Q2	$3.81M	Buy	15,452 +1,339	+9%	+$306K	0.02%	323
2024 Q1	$3.19M	Sell	14,113 -956	-6%	-$199K	0.02%	346
2023 Q4	$2.89M	Sell	15,069 -4,254	-22%	-$714K	0.02%	340
2023 Q3	$3.05M	Buy	19,323 +960	+5%	+$160K	0.02%	312
2023 Q2	$3.11M	Buy	18,363 +11,427	+165%	+$1.71M	0.02%	295
2023 Q1	$1.03M	Buy	6,936 +402	+6%	+$54.8K	0.01%	475
2022 Q4	$758K	Buy	+6,534	New	+$759K	0.01%	474

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

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

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

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

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

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

Lido Advisors's SOXX Position: Q2 2026 in Review

Lido Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 15% in Q2 2026, selling an estimated $1.33M and leaving 14,817 shares worth $9.49M. The position accounts for 0.03% of the portfolio, ranked #357.

Lido Advisors first reported a position in SOXX in Q4 2022 and has held it in 15 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Lido Advisors held 14,817 shares of iShares Semiconductor ETF worth $9.49M as of Q2 2026.
Lido Advisors sold 2,616 iShares Semiconductor ETF shares in Q2 2026, an estimated $1.33M.
iShares Semiconductor ETF made up 0.03% of Lido Advisors's portfolio in Q2 2026, its #357 holding.
Lido Advisors first reported a position in iShares Semiconductor ETF in Q4 2022 and has held it in 15 quarters since.
1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.