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 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 $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Obermeyer Wealth Partners's SOXX Position: Q1 2026 in Review

Obermeyer Wealth Partners increased its iShares Semiconductor ETF (SOXX) stake by 25% in Q1 2026, buying an estimated $203K and bringing the position to 2,979 shares worth $979K. The position accounts for 0.05% of the portfolio, ranked #116.

Obermeyer Wealth Partners first reported a position in SOXX in Q3 2023 and has held it in 11 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Obermeyer Wealth Partners held 2,979 shares of iShares Semiconductor ETF worth $979K as of Q1 2026.
Obermeyer Wealth Partners bought 595 iShares Semiconductor ETF shares in Q1 2026, an estimated $203K.
iShares Semiconductor ETF made up 0.05% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #116 holding.
Obermeyer Wealth Partners first reported a position in iShares Semiconductor ETF in Q3 2023 and has held it in 11 quarters since.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.