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Perigon Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Perigon Wealth Management’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 		– Sell
-1,230
Closed -$370K – 1404
2025
Q4 		$370K Sell
1,230
-3,217
-72% -$949K 0.01% 936
2025
Q3 		$1.21M Buy
4,447
+34
+0.8% +$8.48K 0.02% 459
2025
Q2 		$1.05M Buy
4,413
+90
+2% +$18K 0.02% 453
2025
Q1 		$813K Buy
4,323
+1
+0% +$214 0.02% 501
2024
Q4 		$966K Hold
4,322
– – 0.02% 452
2024
Q3 		$997K Buy
4,322
+854
+25% +$196K 0.03% 435
2024
Q2 		$855K Sell
3,468
-444
-11% -$102K 0.02% 405
2024
Q1 		$884K Sell
3,912
-516
-12% -$107K 0.03% 397
2023
Q4 		$850K Sell
4,428
-219
-5% -$36.7K 0.03% 375
2023
Q3 		$734K Hold
4,647
– – 0.03% 364
2023
Q2 		$786K Buy
4,647
+3,219
+225% +$483K 0.03% 360
2023
Q1 		$212K Buy
+1,428
New +$195K 0.01% 654
2022
Q3 		– Sell
-1,896
Closed -$221K – 601
2022
Q2 		$221K Sell
1,896
-765
-29% -$103K 0.02% 518
2022
Q1 		$420K Buy
2,661
+84
+3% +$13.5K 0.03% 395
2021
Q4 		$466K Buy
2,577
+255
+11% +$42.8K 0.03% 361
2021
Q3 		$345K Buy
2,322
+693
+43% +$105K 0.03% 383
2021
Q2 		$247K Hold
1,629
– – 0.02% 452
2021
Q1 		$230K Hold
1,629
– – 0.02% 439
2020
Q4 		$206K Sell
1,629
-348
-18% -$39.9K 0.02% 392
2020
Q3 		$201K Sell
1,977
-393
-17% -$38.4K 0.03% 368
2020
Q2 		$214K Buy
+2,370
New +$192K 0.03% 326

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Perigon Wealth Management's SOXX Position: Q1 2026 in Review

Perigon Wealth Management sold out of iShares Semiconductor ETF (SOXX) in Q1 2026, closing a stake of 1,230 shares — an estimated $370K sold.

Perigon Wealth Management first reported a position in SOXX in Q2 2020 and held it in 21 quarters. The position peaked at $1.21M in Q3 2025. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • Perigon Wealth Management reported no remaining iShares Semiconductor ETF position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 1,230 iShares Semiconductor ETF shares in Q1 2026, an estimated $370K.
  • Perigon Wealth Management first reported a position in iShares Semiconductor ETF in Q2 2020 and held it in 21 quarters.
  • Perigon Wealth Management's iShares Semiconductor ETF position peaked at $1.21M in Q3 2025.
  • 924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.