Tortoise Investment Management’s iShares Semiconductor ETF SOXX Stock Holding History

Tortoise 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	-177	Closed	-$48K	–	1261
2025 Q3	$48K	Hold	177	–	–	﹤0.01%	401
2025 Q2	$42.3K	Hold	177	–	–	﹤0.01%	412
2025 Q1	$33.3K	Hold	177	–	–	﹤0.01%	429
2024 Q4	$38.1K	Hold	177	–	–	﹤0.01%	461
2024 Q3	$40.8K	Hold	177	–	–	﹤0.01%	445
2024 Q2	$43.7K	Hold	177	–	–	0.01%	409
2024 Q1	$40K	Buy	+177	New	+$36.8K	﹤0.01%	408

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 $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Tortoise Investment Management's SOXX Position: Q4 2025 in Review

Tortoise Investment Management sold out of iShares Semiconductor ETF (SOXX) in Q4 2025, closing a stake of 177 shares — an estimated $48K sold.

Tortoise Investment Management first reported a position in SOXX in Q1 2024 and held it in 7 quarters. The position peaked at $48K in Q3 2025. 876 funds tracked by Wall St. Rank hold SOXX as of Q4 2025.

Tortoise Investment Management reported no remaining iShares Semiconductor ETF position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 177 iShares Semiconductor ETF shares in Q4 2025, an estimated $48K.
Tortoise Investment Management first reported a position in iShares Semiconductor ETF in Q1 2024 and held it in 7 quarters.
Tortoise Investment Management's iShares Semiconductor ETF position peaked at $48K in Q3 2025.
876 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.