Birch Hill Investment Advisors
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Birch Hill Investment Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Birch Hill Investment Advisors’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
Q3 		$239K Sell
323
-3
-0.9% -$2.14K 0.01% 205
2026
Q2 		$240K Buy
+326
New +$224K 0.01% 196
2026
Q1 		– Sell
-326
Closed -$200K – 203
2025
Q4 		$200K Buy
+326
New +$200K 0.01% 199

Other funds holding QQQ

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Birch Hill Investment Advisors's QQQ Position: Q3 2026 in Review

Birch Hill Investment Advisors reduced its Invesco QQQ Trust (QQQ) stake by 0.92% in Q3 2026, selling an estimated $2.14K and leaving 323 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #205.

Birch Hill Investment Advisors first reported a position in QQQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $240K in Q2 2026. 816 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Birch Hill Investment Advisors held 323 shares of Invesco QQQ Trust worth $239K as of Q3 2026.
  • Birch Hill Investment Advisors sold 3 Invesco QQQ Trust shares in Q3 2026, an estimated $2.14K.
  • Invesco QQQ Trust made up 0.01% of Birch Hill Investment Advisors's portfolio in Q3 2026, its #205 holding.
  • Birch Hill Investment Advisors first reported a position in Invesco QQQ Trust in Q4 2025 and has held it in 3 quarters since.
  • Birch Hill Investment Advisors's Invesco QQQ Trust position peaked at $240K in Q2 2026.
  • 816 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.