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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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Birch Hill Investment Advisors's QQQ Position: Q2 2026 in Review

Birch Hill Investment Advisors opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 326 shares worth $240K. The stake represents 0.01% of the portfolio and ranks #196 among its holdings. This is a return to the name: Birch Hill Investment Advisors previously reported a position in QQQ as recently as Q4 2025.

Birch Hill Investment Advisors first reported a position in QQQ in Q4 2025 and has held it in 2 quarters since. 2,883 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Birch Hill Investment Advisors held 326 shares of Invesco QQQ Trust worth $240K as of Q2 2026.
  • Invesco QQQ Trust was a new Birch Hill Investment Advisors position in Q2 2026.
  • Invesco QQQ Trust made up 0.01% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #196 holding.
  • Birch Hill Investment Advisors first reported a position in Invesco QQQ Trust in Q4 2025 and has held it in 2 quarters since.
  • 2,883 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.