&Partners’s iShares Semiconductor ETF SOXX Stock Holding History

&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	$10M	Buy	15,627 +1,149	+8%	+$583K	0.04%	380
2026 Q1	$4.76M	Sell	14,478 -556	-4%	-$190K	0.02%	537
2025 Q4	$4.53M	Buy	15,034 +1,186	+9%	+$350K	0.02%	528
2025 Q3	$3.75M	Buy	13,848 +1,244	+10%	+$310K	0.02%	509
2025 Q2	$3.01M	Sell	12,604 -9	-0.1%	-$1.8K	0.02%	518
2025 Q1	$2.39M	Buy	12,613 +2,258	+22%	+$482K	0.03%	480
2024 Q4	$2.3M	Buy	10,355 +8,714	+531%	+$1.94M	0.03%	455
2024 Q3	$378K	Buy	1,641 +97	+6%	+$22.3K	0.01%	992
2024 Q2	$381K	Buy	+1,544	New	+$353K	0.02%	632
2024 Q1	–	Sell	-17,760	Closed	-$3.41M	–	506
2023 Q4	$3.41M	Buy	+17,760	New	+$2.98M	0.83%	21

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

&Partners's SOXX Position: Q2 2026 in Review

&Partners increased its iShares Semiconductor ETF (SOXX) stake by 7.9% in Q2 2026, buying an estimated $583K and bringing the position to 15,627 shares worth $10M. The position accounts for 0.04% of the portfolio, ranked #380.

&Partners first reported a position in SOXX in Q4 2023 and has held it in 10 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

&Partners held 15,627 shares of iShares Semiconductor ETF worth $10M as of Q2 2026.
&Partners bought 1,149 iShares Semiconductor ETF shares in Q2 2026, an estimated $583K.
iShares Semiconductor ETF made up 0.04% of &Partners's portfolio in Q2 2026, its #380 holding.
&Partners first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 10 quarters since.
1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.