Patten & Patten’s iShares Semiconductor ETF SOXX Stock Holding History

Patten & Patten’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	$337K	Hold	1,025	–	–	0.02%	278
2025 Q4	$309K	Sell	1,025 -1,095	-52%	-$323K	0.02%	284
2025 Q3	$575K	Buy	2,120 +105	+5%	+$26.2K	0.03%	233
2025 Q2	$481K	Buy	+2,015	New	+$404K	0.03%	233
2025 Q1	–	Sell	-990	Closed	-$213K	–	326
2024 Q4	$213K	Hold	990	–	–	0.01%	304
2024 Q3	$228K	Sell	990 -15	-1%	-$3.45K	0.02%	291
2024 Q2	$248K	Hold	1,005	–	–	0.02%	274
2024 Q1	$227K	Sell	1,005 -105	-9%	-$21.8K	0.02%	288
2023 Q4	$213K	Buy	+1,110	New	+$186K	0.02%	269

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

Patten & Patten's SOXX Position: Q1 2026 in Review

Patten & Patten held its iShares Semiconductor ETF (SOXX) position steady in Q1 2026 at 1,025 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #278.

Patten & Patten first reported a position in SOXX in Q4 2023 and has held it in 9 quarters since. The position peaked at $575K in Q3 2025. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Patten & Patten held 1,025 shares of iShares Semiconductor ETF worth $337K as of Q1 2026.
Patten & Patten left its iShares Semiconductor ETF share count unchanged in Q1 2026.
iShares Semiconductor ETF made up 0.02% of Patten & Patten's portfolio in Q1 2026, its #278 holding.
Patten & Patten first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 9 quarters since.
Patten & Patten's iShares Semiconductor ETF position peaked at $575K in Q3 2025.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.