Obermeyer Wealth Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Obermeyer Wealth Partners’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	$1.91M	Hold	2,979	–	–	0.08%	84
2026 Q1	$979K	Buy	2,979 +595	+25%	+$203K	0.05%	116
2025 Q4	$718K	Hold	2,384	–	–	0.03%	144
2025 Q3	$646K	Hold	2,384	–	–	0.03%	139
2025 Q2	$569K	Hold	2,384	–	–	0.03%	148
2025 Q1	$449K	Hold	2,384	–	–	0.02%	161
2024 Q4	$514K	Sell	2,384 -22	-0.9%	-$4.91K	0.03%	146
2024 Q3	$555K	Hold	2,406	–	–	0.03%	143
2024 Q2	$593K	Hold	2,406	–	–	0.03%	133
2024 Q1	$544K	Buy	2,406 +474	+25%	+$98.5K	0.03%	135
2023 Q4	$371K	Buy	1,932 +324	+20%	+$54.4K	0.03%	143
2023 Q3	$254K	Buy	+1,608	New	+$268K	0.02%	178

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

Obermeyer Wealth Partners's SOXX Position: Q2 2026 in Review

Obermeyer Wealth Partners held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 2,979 shares worth $1.91M. The position accounts for 0.08% of the portfolio, ranked #84.

Obermeyer Wealth Partners first reported a position in SOXX in Q3 2023 and has held it in 12 quarters since. 1,185 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Obermeyer Wealth Partners held 2,979 shares of iShares Semiconductor ETF worth $1.91M as of Q2 2026.
Obermeyer Wealth Partners left its iShares Semiconductor ETF share count unchanged in Q2 2026.
iShares Semiconductor ETF made up 0.08% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #84 holding.
Obermeyer Wealth Partners first reported a position in iShares Semiconductor ETF in Q3 2023 and has held it in 12 quarters since.
1,185 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.