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 Q2	$650K	Sell	1,015 -10	-1%	-$5.08K	0.03%	224
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 $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

Patten & Patten's SOXX Position: Q2 2026 in Review

Patten & Patten reduced its iShares Semiconductor ETF (SOXX) stake by 0.98% in Q2 2026, selling an estimated $5.08K and leaving 1,015 shares worth $650K. The position accounts for 0.03% of the portfolio, ranked #224.

Patten & Patten 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.

Patten & Patten held 1,015 shares of iShares Semiconductor ETF worth $650K as of Q2 2026.
Patten & Patten sold 10 iShares Semiconductor ETF shares in Q2 2026, an estimated $5.08K.
iShares Semiconductor ETF made up 0.03% of Patten & Patten's portfolio in Q2 2026, its #224 holding.
Patten & Patten 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 Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.