Marvin & Palmer Associates’s iShares Semiconductor ETF SOXX Stock Holding History

Marvin & Palmer 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 Q2	$12M	Buy	+18,797	New	+$9.54M	7.58%	1

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

Marvin & Palmer Associates's SOXX Position: Q2 2026 in Review

Marvin & Palmer Associates opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 18,797 shares worth $12M. The stake represents 7.58% of the portfolio and ranks #1 among its holdings.

1,177 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Marvin & Palmer Associates held 18,797 shares of iShares Semiconductor ETF worth $12M as of Q2 2026.
iShares Semiconductor ETF was a new Marvin & Palmer Associates position in Q2 2026.
iShares Semiconductor ETF made up 7.58% of Marvin & Palmer Associates's portfolio in Q2 2026, its #1 holding.
1,177 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Marvin & Palmer Associates's 13F filing for Q2 2026, filed 7 Aug 2026.