Summa Corp’s iShares Semiconductor ETF SOXX Stock Holding History

Summa Corp’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	$368K	Sell	1,120 -100	-8%	-$34.1K	0.15%	66
2025 Q4	$367K	Buy	+1,220	New	+$360K	0.16%	60
2025 Q3	–	Sell	-1,250	Closed	-$298K	–	82
2025 Q2	$298K	Buy	+1,250	New	+$250K	0.16%	61
2025 Q1	–	Sell	-950	Closed	-$205K	–	64
2024 Q4	$205K	Hold	950	–	–	0.1%	60
2024 Q3	$219K	Buy	+950	New	+$218K	0.11%	62

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

Summa Corp's SOXX Position: Q1 2026 in Review

Summa Corp reduced its iShares Semiconductor ETF (SOXX) stake by 8.2% in Q1 2026, selling an estimated $34.1K and leaving 1,120 shares worth $368K. The position accounts for 0.15% of the portfolio, ranked #66.

Summa Corp first reported a position in SOXX in Q3 2024 and has held it in 5 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Summa Corp held 1,120 shares of iShares Semiconductor ETF worth $368K as of Q1 2026.
Summa Corp sold 100 iShares Semiconductor ETF shares in Q1 2026, an estimated $34.1K.
iShares Semiconductor ETF made up 0.15% of Summa Corp's portfolio in Q1 2026, its #66 holding.
Summa Corp first reported a position in iShares Semiconductor ETF in Q3 2024 and has held it in 5 quarters since.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Summa Corp's 13F filing for Q1 2026, filed 30 Apr 2026.