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Prudent Man Investment Management’s iShares Semiconductor ETF SOXX Stock Holding History

Prudent Man Investment 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
2025
Q4 		– Sell
-4
Closed -$862 – 186
2025
Q3 		$862 Hold
4
– – ﹤0.01% 155
2025
Q2 		$862 Hold
4
– – ﹤0.01% 155
2025
Q1 		$862 Hold
4
– – ﹤0.01% 155
2024
Q4 		$862 Buy
+4
New +$892 ﹤0.01% 155

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Prudent Man Investment Management's SOXX Position: Q4 2025 in Review

Prudent Man Investment Management sold out of iShares Semiconductor ETF (SOXX) in Q4 2025, closing a stake of 4 shares — an estimated $862 sold.

Prudent Man Investment Management first reported a position in SOXX in Q4 2024 and held it in 4 quarters. The position peaked at $862 in Q3 2025. 880 funds tracked by Wall St. Rank hold SOXX as of Q4 2025.

  • Prudent Man Investment Management reported no remaining iShares Semiconductor ETF position as of Q4 2025 after selling out during the quarter.
  • Prudent Man Investment Management sold 4 iShares Semiconductor ETF shares in Q4 2025, an estimated $862.
  • Prudent Man Investment Management first reported a position in iShares Semiconductor ETF in Q4 2024 and held it in 4 quarters.
  • Prudent Man Investment Management's iShares Semiconductor ETF position peaked at $862 in Q3 2025.
  • 880 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2025.

Based on Prudent Man Investment Management's 13F filing for Q4 2025, filed 12 Feb 2026.