Morgan Stanley
SOXQ icon

Morgan Stanley’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History

Morgan Stanley’s Portfolio SOXQ Stock Details SOXQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31.7M Buy
530,619
+86,227
+19% +$5.35M ﹤0.01% 2533
2025
Q4 		$24.8M Buy
444,392
+347,506
+359% +$19M ﹤0.01% 2729
2025
Q3 		$4.86M Buy
96,886
+92,678
+2,202% +$4.24M ﹤0.01% 4176
2025
Q2 		$184K Buy
4,208
+3,137
+293% +$114K ﹤0.01% 5889
2025
Q1 		$36K Sell
1,071
-529
-33% -$20.4K ﹤0.01% 6375
2024
Q4 		$62.8K Buy
1,600
+938
+142% +$37.6K ﹤0.01% 6219
2024
Q3 		$27K Buy
662
+2
+0.3% +$81 ﹤0.01% 6405
2024
Q2 		$28.5K Buy
660
+409
+163% +$16.2K ﹤0.01% 6352
2024
Q1 		$9.72K Buy
251
+249
+12,450% +$8.88K ﹤0.01% 6720
2023
Q4 		$128 Buy
2
+1
+100% +$29 ﹤0.01% 7416
2023
Q3 		$36 Sell
1
-1
-50% -$28 ﹤0.01% 7499
2023
Q2 		$58 Hold
2
– – ﹤0.01% 7531
2023
Q1 		$51 Hold
2
– – ﹤0.01% 7608
2022
Q4 		$40 Hold
2
– – ﹤0.01% 7744
2022
Q3 		$0 Buy
+2
New +$43 ﹤0.01% 7862
2022
Q1 		– Sell
-600
Closed -$19K – 8106
2021
Q4 		$19K Sell
600
-399,400
-100% -$11.5M ﹤0.01% 7227
2021
Q3 		$10.3M Hold
400,000
– – ﹤0.01% 2859
2021
Q2 		$10.6M Buy
+400,000
New +$10.2M ﹤0.01% 2911

Other funds holding SOXQ

EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Morgan Stanley's SOXQ Position: Q1 2026 in Review

Morgan Stanley increased its Invesco PHLX Semiconductor ETF (SOXQ) stake by 19% in Q1 2026, buying an estimated $5.35M and bringing the position to 530,619 shares worth $31.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2533.

Morgan Stanley first reported a position in SOXQ in Q2 2021 and has held it in 18 quarters since. 115 funds tracked by Wall St. Rank hold SOXQ as of Q1 2026.

  • Morgan Stanley held 530,619 shares of Invesco PHLX Semiconductor ETF worth $31.7M as of Q1 2026.
  • Morgan Stanley bought 86,227 Invesco PHLX Semiconductor ETF shares in Q1 2026, an estimated $5.35M.
  • Invesco PHLX Semiconductor ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #2533 holding.
  • Morgan Stanley first reported a position in Invesco PHLX Semiconductor ETF in Q2 2021 and has held it in 18 quarters since.
  • 115 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.