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NewEdge Wealth’s iShares Semiconductor ETF SOXX Stock Holding History

NewEdge Wealth’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 		$2.51M Sell
7,649
-54
-0.7% -$18.4K 0.03% 368
2025
Q4 		$2.32M Sell
7,703
-53
-0.7% -$15.6K 0.03% 411
2025
Q3 		$2.37M Sell
7,756
-146
-2% -$36.4K 0.03% 354
2025
Q2 		$1.9M Sell
7,902
-386
-5% -$77.4K 0.03% 387
2025
Q1 		$1.56M Sell
8,288
-6,113
-42% -$1.31M 0.03% 398
2024
Q4 		$3.1M Buy
14,401
+5,988
+71% +$1.34M 0.05% 266
2024
Q3 		$1.94M Buy
8,413
+3
+0% +$689 0.04% 360
2024
Q2 		$2.07M Buy
8,410
+471
+6% +$108K 0.04% 320
2024
Q1 		$1.68M Sell
7,939
-503
-6% -$105K 0.04% 355
2023
Q4 		$1.62M Sell
8,442
-192
-2% -$32.2K 0.04% 329
2023
Q3 		$1.36M Hold
8,634
– – 0.04% 314
2023
Q2 		$1.46M Sell
8,634
-390
-4% -$58.5K 0.05% 300
2023
Q1 		$1.34M Sell
9,024
-852
-9% -$116K 0.05% 279
2022
Q4 		$1.15M Sell
9,876
-104,907
-91% -$12.2M 0.05% 276
2022
Q3 		$12.2M Buy
114,783
+5,058
+5% +$634K 0.58% 51
2022
Q2 		$12.8M Buy
109,725
+42,231
+63% +$5.7M 0.58% 46
2022
Q1 		$10.6M Buy
67,494
+13,947
+26% +$2.23M 0.47% 54
2021
Q4 		$9.68M Buy
+53,547
New +$8.98M 0.41% 66

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NewEdge Wealth's SOXX Position: Q1 2026 in Review

NewEdge Wealth reduced its iShares Semiconductor ETF (SOXX) stake by 0.7% in Q1 2026, selling an estimated $18.4K and leaving 7,649 shares worth $2.51M. The position accounts for 0.03% of the portfolio, ranked #368.

NewEdge Wealth first reported a position in SOXX in Q4 2021 and has held it in 18 quarters since. The position peaked at $12.8M in Q2 2022. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • NewEdge Wealth held 7,649 shares of iShares Semiconductor ETF worth $2.51M as of Q1 2026.
  • NewEdge Wealth sold 54 iShares Semiconductor ETF shares in Q1 2026, an estimated $18.4K.
  • iShares Semiconductor ETF made up 0.03% of NewEdge Wealth's portfolio in Q1 2026, its #368 holding.
  • NewEdge Wealth first reported a position in iShares Semiconductor ETF in Q4 2021 and has held it in 18 quarters since.
  • NewEdge Wealth's iShares Semiconductor ETF position peaked at $12.8M in Q2 2022.
  • 924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.