Berkshire Money Management’s Invesco QQQ Trust QQQ Stock Holding History

Berkshire Money Management’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	$76M	Buy	103,208 +6,707	+7%	+$4.61M	6.94%	3
2026 Q1	$55.7M	Sell	96,501 -35,115	-27%	-$21.3M	5.7%	6
2025 Q4	$80.9M	Buy	131,616 +1,079	+0.8%	+$662K	7.71%	3
2025 Q3	$78.4M	Sell	130,537 -372	-0.3%	-$213K	8.07%	3
2025 Q2	$72.2M	Sell	130,909 -19,847	-13%	-$9.87M	7.6%	3
2025 Q1	$70.7M	Sell	150,756 -3,052	-2%	-$1.55M	7.93%	2
2024 Q4	$78.6M	Buy	153,808 +585	+0.4%	+$296K	8.55%	2
2024 Q3	$74.8M	Buy	153,223 +5,564	+4%	+$2.63M	8.56%	2
2024 Q2	$70.7M	Buy	147,659 +17,431	+13%	+$7.84M	8.59%	3
2024 Q1	$57.8M	Buy	130,228 +34,951	+37%	+$15M	6.98%	5
2023 Q4	$39M	Buy	+95,277	New	+$36.2M	5.19%	7

Other funds holding QQQ

AIIMS

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

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

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Berkshire Money Management's QQQ Position: Q2 2026 in Review

Berkshire Money Management increased its Invesco QQQ Trust (QQQ) stake by 7% in Q2 2026, buying an estimated $4.61M and bringing the position to 103,208 shares worth $76M. The position accounts for 6.94% of the portfolio, ranked #3.

Berkshire Money Management first reported a position in QQQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $80.9M in Q4 2025. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Berkshire Money Management held 103,208 shares of Invesco QQQ Trust worth $76M as of Q2 2026.
Berkshire Money Management bought 6,707 Invesco QQQ Trust shares in Q2 2026, an estimated $4.61M.
Invesco QQQ Trust made up 6.94% of Berkshire Money Management's portfolio in Q2 2026, its #3 holding.
Berkshire Money Management first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 11 quarters since.
Berkshire Money Management's Invesco QQQ Trust position peaked at $80.9M in Q4 2025.
2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Berkshire Money Management's 13F filing for Q2 2026, filed 23 Jul 2026.