Anchor Capital Management Group’s Invesco QQQ Trust QQQ Stock Holding History

Anchor Capital Management Group’s Portfolio QQQ Stock Details QQQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$81M	Sell	110,000 -22,500	-17%	-$15.5M	55.84%	1
2026 Q1	$76.5M	Sell	132,500 -46,000	-26%	-$27.9M	53.19%	1
2025 Q4	$122M	Sell	178,500 -24,500	-12%	-$15M	61.7%	1
2025 Q3	$122M	Sell	203,000 -21,775	-10%	-$12.5M	61.7%	1
2025 Q2	$124M	Sell	224,775 -31,000	-12%	-$15.4M	57.65%	1
2025 Q1	$120M	Sell	255,775 -85,000	-25%	-$43.2M	55.21%	1
2024 Q4	$174M	Buy	+340,775	New	+$172M	63.09%	1

Other funds holding QQQ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Anchor Capital Management Group's QQQ Position: Q2 2026 in Review

Anchor Capital Management Group reduced its Invesco QQQ Trust (QQQ) stake by 17% in Q2 2026, selling an estimated $15.5M and leaving 110,000 shares worth $81M. The position accounts for 55.84% of the portfolio, ranked #1.

Anchor Capital Management Group first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $174M in Q4 2024. 2,501 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Anchor Capital Management Group held 110,000 shares of Invesco QQQ Trust worth $81M as of Q2 2026.
Anchor Capital Management Group sold 22,500 Invesco QQQ Trust shares in Q2 2026, an estimated $15.5M.
Invesco QQQ Trust made up 55.84% of Anchor Capital Management Group's portfolio in Q2 2026, its #1 holding.
Anchor Capital Management Group first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
Anchor Capital Management Group's Invesco QQQ Trust position peaked at $174M in Q4 2024.
2,501 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Anchor Capital Management Group's 13F filing for Q2 2026, filed 28 Jul 2026.