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Paladin Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Paladin 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
Q3 		– Sell
-85
Closed -$54.5K – 216
2026
Q2 		$54.5K Buy
+85
New +$43.2K 0.04% 68

Other funds holding SOXX

SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Paladin Partners's SOXX Position: Q3 2026 in Review

Paladin Partners sold out of iShares Semiconductor ETF (SOXX) in Q3 2026, closing a stake of 85 shares — an estimated $54.5K sold.

Paladin Partners first reported a position in SOXX in Q2 2026 and held it in 1 quarter. The position peaked at $54.5K in Q2 2026. 21 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

  • Paladin Partners reported no remaining iShares Semiconductor ETF position as of Q3 2026 after selling out during the quarter.
  • Paladin Partners sold 85 iShares Semiconductor ETF shares in Q3 2026, an estimated $54.5K.
  • Paladin Partners first reported a position in iShares Semiconductor ETF in Q2 2026 and held it in 1 quarter.
  • Paladin Partners's iShares Semiconductor ETF position peaked at $54.5K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Paladin Partners's 13F filing for Q3 2026, filed 6 Oct 2026.