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 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 $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

Lido Advisors's SOXX Position: Q1 2026 in Review

Lido Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 29% in Q1 2026, selling an estimated $2.46M and leaving 17,433 shares worth $5.73M. The position accounts for 0.02% of the portfolio, ranked #431.

Lido Advisors first reported a position in SOXX in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.88M in Q4 2025. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Lido Advisors held 17,433 shares of iShares Semiconductor ETF worth $5.73M as of Q1 2026.
Lido Advisors sold 7,201 iShares Semiconductor ETF shares in Q1 2026, an estimated $2.46M.
iShares Semiconductor ETF made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #431 holding.
Lido Advisors first reported a position in iShares Semiconductor ETF in Q4 2022 and has held it in 14 quarters since.
Lido Advisors's iShares Semiconductor ETF position peaked at $6.88M in Q4 2025.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.