Pinnacle Associates’s iShares Semiconductor ETF SOXX Stock Holding History

Pinnacle Associates’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	$2.18M	Sell	11,499 -159	-1%	-$28.4K	0.02%	394
2026 Q2	$2.49M	Hold	11,658	–	–	0.03%	383
2026 Q1	$1.28M	Hold	11,658	–	–	0.02%	478
2025 Q4	$1.17M	Buy	11,658 +5,727	+97%	+$563K	0.02%	490
2025 Q3	$536K	Buy	5,931 +2,553	+76%	+$212K	0.01%	625
2025 Q2	$269K	Sell	3,378 -14,250	-81%	-$952K	﹤0.01%	762
2025 Q1	$1.11M	Buy	17,628 +14,112	+401%	+$1M	0.02%	476
2024 Q4	$253K	Buy	+3,516	New	+$261K	﹤0.01%	756

Other funds holding SOXX

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

Donaldson Capital Management Evansville, Indiana $3.42B AUM 15.59% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Pinnacle Associates's SOXX Position: Q3 2026 in Review

Pinnacle Associates reduced its iShares Semiconductor ETF (SOXX) stake by 1.4% in Q3 2026, selling an estimated $28.4K and leaving 11,499 shares worth $2.18M. The position accounts for 0.02% of the portfolio, ranked #394.

Pinnacle Associates first reported a position in SOXX in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.49M in Q2 2026. 771 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

Pinnacle Associates held 11,499 shares of iShares Semiconductor ETF worth $2.18M as of Q3 2026.
Pinnacle Associates sold 159 iShares Semiconductor ETF shares in Q3 2026, an estimated $28.4K.
iShares Semiconductor ETF made up 0.02% of Pinnacle Associates's portfolio in Q3 2026, its #394 holding.
Pinnacle Associates first reported a position in iShares Semiconductor ETF in Q4 2024 and has held it in 8 quarters since.
Pinnacle Associates's iShares Semiconductor ETF position peaked at $2.49M in Q2 2026.
771 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.