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
Q2 		$103M Buy
919,311
+388,692
+73% +$35.2M 0.01% 1538
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
+250
+25,000% +$8.91K ﹤0.01% 6720
2023
Q4 		$64 Hold
1
– – ﹤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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Morgan Stanley's SOXQ Position: Q2 2026 in Review

Morgan Stanley increased its Invesco PHLX Semiconductor ETF (SOXQ) stake by 73% in Q2 2026, buying an estimated $35.2M and bringing the position to 919,311 shares worth $103M. The position accounts for 0.01% of the portfolio, ranked #1538.

Morgan Stanley first reported a position in SOXQ in Q2 2021 and has held it in 19 quarters since. 163 funds tracked by Wall St. Rank hold SOXQ as of Q2 2026.

  • Morgan Stanley held 919,311 shares of Invesco PHLX Semiconductor ETF worth $103M as of Q2 2026.
  • Morgan Stanley bought 388,692 Invesco PHLX Semiconductor ETF shares in Q2 2026, an estimated $35.2M.
  • Invesco PHLX Semiconductor ETF made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1538 holding.
  • Morgan Stanley first reported a position in Invesco PHLX Semiconductor ETF in Q2 2021 and has held it in 19 quarters since.
  • 163 funds tracked by Wall St. Rank held Invesco PHLX Semiconductor ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.