TWP
SOXX icon

Triad Wealth Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Triad Wealth Partners’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
Q2 		$1.42M Buy
2,798
+2,053
+276% +$1.04M 0.08% 156
2026
Q1 		$245K Sell
745
-217
-23% -$74.1K 0.02% 432
2025
Q4 		$290K Buy
+962
New +$284K 0.03% 390
2024
Q3 		– Sell
-306
Closed -$75.5K – 775
2024
Q2 		$75.5K Buy
+306
New +$70K 0.04% 175

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Triad Wealth Partners's SOXX Position: Q2 2026 in Review

Triad Wealth Partners increased its iShares Semiconductor ETF (SOXX) stake by 276% in Q2 2026, buying an estimated $1.04M and bringing the position to 2,798 shares worth $1.42M. The position accounts for 0.08% of the portfolio, ranked #156.

Triad Wealth Partners first reported a position in SOXX in Q2 2024 and has held it in 4 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Triad Wealth Partners held 2,798 shares of iShares Semiconductor ETF worth $1.42M as of Q2 2026.
  • Triad Wealth Partners bought 2,053 iShares Semiconductor ETF shares in Q2 2026, an estimated $1.04M.
  • iShares Semiconductor ETF made up 0.08% of Triad Wealth Partners's portfolio in Q2 2026, its #156 holding.
  • Triad Wealth Partners first reported a position in iShares Semiconductor ETF in Q2 2024 and has held it in 4 quarters since.
  • 1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.