Wellington Management Group
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Wellington Management Group’s iShares Semiconductor ETF SOXX Stock Holding History

Wellington Management Group’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
Q3 		– Sell
-1,143
Closed -$354K – 2095
2025
Q2 		$354K Buy
+1,143
New +$229K ﹤0.01% 1860
2025
Q1 		– Sell
-2,799
Closed -$280K – 2041
2024
Q4 		$280K Buy
2,799
+1,712
+157% +$382K ﹤0.01% 1882
2024
Q3 		$551K Buy
+1,087
New +$250K ﹤0.01% 1806

Other funds holding SOXX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Wellington Management Group's SOXX Position: Q1 2025 in Review

Wellington Management Group sold out of iShares Semiconductor ETF (SOXX) in Q1 2025, closing a stake of 11,780 shares — an estimated $2.54M sold.

Wellington Management Group first reported a position in SOXX in Q1 2023 and held it in 5 quarters. The position peaked at $26.3M in Q3 2023. 716 funds tracked by Wall St. Rank hold SOXX as of Q1 2025.

  • Wellington Management Group reported no remaining iShares Semiconductor ETF position as of Q1 2025 after selling out during the quarter.
  • Wellington Management Group sold 11,780 iShares Semiconductor ETF shares in Q1 2025, an estimated $2.54M.
  • Wellington Management Group first reported a position in iShares Semiconductor ETF in Q1 2023 and held it in 5 quarters.
  • Wellington Management Group's iShares Semiconductor ETF position peaked at $26.3M in Q3 2023.
  • 716 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2025.

Based on Wellington Management Group's 13F filing for Q1 2025, filed 13 May 2025.