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Meridian Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Meridian Wealth Management’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 		$17.1M Sell
26,698
-2,035
-7% -$1.03M 0.53% 34
2026
Q1 		$9.44M Sell
28,733
-1,363
-5% -$465K 0.33% 61
2025
Q4 		$9.06M Sell
30,096
-2,172
-7% -$640K 0.32% 63
2025
Q3 		$8.75M Sell
32,268
-977
-3% -$244K 0.34% 61
2025
Q2 		$7.94M Sell
33,245
-258
-0.8% -$51.7K 0.34% 62
2025
Q1 		$6.3M Buy
33,503
+120
+0.4% +$25.6K 0.31% 76
2024
Q4 		$7.19M Sell
33,383
-330
-1% -$73.6K 0.34% 61
2024
Q3 		$7.77M Buy
+33,713
New +$7.74M 0.38% 54
2024
Q2 		– Sell
-33,749
Closed -$7.62M – 481
2024
Q1 		$7.62M Sell
33,749
-436
-1% -$90.6K 1.27% 17
2023
Q4 		$6.56M Buy
34,185
+3,099
+10% +$520K 0.42% 51
2023
Q3 		$4.91M Buy
31,086
+19,170
+161% +$3.19M 0.3% 65
2023
Q2 		$2.01M Buy
11,916
+6,588
+124% +$988K 0.17% 122
2023
Q1 		$790K Buy
5,328
+6
+0.1% +$818 0.07% 244
2022
Q4 		$617K Buy
5,322
+3
+0.1% +$348 0.06% 270
2022
Q3 		$565K Buy
5,319
+417
+9% +$52.3K 0.06% 258
2022
Q2 		$571K Buy
4,902
+1,326
+37% +$179K 0.05% 326
2022
Q1 		$564K Sell
3,576
-2,334
-39% -$374K 0.06% 223
2021
Q4 		$1.07M Buy
5,910
+2,664
+82% +$447K 0.11% 149
2021
Q3 		$482K Hold
3,246
– – 0.06% 228
2021
Q2 		$491K Hold
3,246
– – 0.06% 232
2021
Q1 		$459K Hold
3,246
– – 0.07% 223
2020
Q4 		$410K Buy
+3,246
New +$373K 0.07% 219

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Meridian Wealth Management's SOXX Position: Q2 2026 in Review

Meridian Wealth Management reduced its iShares Semiconductor ETF (SOXX) stake by 7.1% in Q2 2026, selling an estimated $1.03M and leaving 26,698 shares worth $17.1M. The position accounts for 0.53% of the portfolio, ranked #34.

Meridian Wealth Management first reported a position in SOXX in Q4 2020 and has held it in 22 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Meridian Wealth Management held 26,698 shares of iShares Semiconductor ETF worth $17.1M as of Q2 2026.
  • Meridian Wealth Management sold 2,035 iShares Semiconductor ETF shares in Q2 2026, an estimated $1.03M.
  • iShares Semiconductor ETF made up 0.53% of Meridian Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Meridian Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.