Bluefin Capital Management’s Invesco QQQ Trust QQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$669K Sell
45,000
-77,500
-63% -$47.1M 0.43% 40
2025
Q4
$787K Buy
122,500
+92,500
+308% +$56.8M 0.19% 63
2025
Q3
$951K Buy
+30,000
New +$17.2M 0.3% 24
2024
Q3
$82.3K Sell
20,000
-40,000
-67% -$18.9M 0.02% 84
2024
Q2
$414K Buy
60,000
+40,000
+200% +$18M 0.1% 53
2024
Q1
$18.3K Sell
20,000
-10,000
-33% -$4.29M ﹤0.01% 111
2023
Q4
$59.1K Buy
30,000
+18,000
+150% +$6.83M 0.01% 140
2023
Q3
$900 Sell
12,000
-310,600
-96% -$115M ﹤0.01% 180
2023
Q2
$116K Buy
+322,600
New +$109M 0.02% 95
2023
Q1
Sell
-330,600
Closed -$97.5M 201
2022
Q4
$1.96M Buy
330,600
+222,700
+206% +$61.6M 0.29% 51
2022
Q3
$1.48M Sell
107,900
-192,100
-64% -$58M 0.13% 103
2022
Q2
$27K Sell
300,000
-50,000
-14% -$15.5M ﹤0.01% 447
2022
Q1
$37K Buy
350,000
+50,000
+17% +$17.8M ﹤0.01% 488
2021
Q4
$3K Hold
300,000
﹤0.01% 859
2021
Q3
$6K Buy
300,000
+230,000
+329% +$84.7M ﹤0.01% 682
2021
Q2
$128K Sell
70,000
-35,000
-33% -$11.8M 0.01% 437
2021
Q1
$272K Buy
105,000
+75,000
+250% +$24M 0.01% 418
2020
Q4
$41K Buy
+30,000
New +$8.81M ﹤0.01% 568
2020
Q3
Sell
-39,100
Closed -$10.6M 146
2020
Q2
$15K Buy
39,100
+6,300
+19% +$1.41M ﹤0.01% 344
2020
Q1
$76K Sell
32,800
-274,100
-89% -$58M 0.01% 309
2019
Q4
$61K Sell
306,900
-606,900
-66% -$122M ﹤0.01% 448
2019
Q3
$539K Buy
913,800
+802,800
+723% +$152M 0.08% 171
2019
Q2
$693K Sell
111,000
-307,800
-73% -$56.6M 0.1% 116
2019
Q1
$195K Buy
+418,800
New +$71.1M 0.03% 213
2018
Q2
Sell
-100,000
Closed -$388K 495
2018
Q1
$388K Buy
+100,000
New +$16.5M 0.03% 225
2017
Q4
Sell
-20,900
Closed -$12K 573
2017
Q3
$12K Buy
+20,900
New +$2.99M ﹤0.01% 437
2017
Q1
Sell
-52,000
Closed -$66K 613
2016
Q4
$66K Buy
+52,000
New +$6.14M ﹤0.01% 400
2016
Q3
Sell
-104,200
Closed -$140K 562
2016
Q2
$140K Buy
+104,200
New +$11.3M 0.01% 311

Other funds holding QQQ

Bluefin Capital Management's QQQ Position: Q1 2026 in Review

Bluefin Capital Management reduced its Invesco QQQ Trust (QQQ) stake by 91% in Q1 2026, selling an estimated $24.9M and leaving 4,000 shares worth $2.31M. The position accounts for 1.48% of the portfolio, ranked #13.

Bluefin Capital Management first reported a position in QQQ in Q4 2013 and has held it in 26 quarters since. The position peaked at $27.7M in Q4 2025. 3,830 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Bluefin Capital Management held 4,000 shares of Invesco QQQ Trust worth $2.31M as of Q1 2026.
  • Bluefin Capital Management sold 41,020 Invesco QQQ Trust shares in Q1 2026, an estimated $24.9M.
  • Invesco QQQ Trust made up 1.48% of Bluefin Capital Management's portfolio in Q1 2026, its #13 holding.
  • Bluefin Capital Management first reported a position in Invesco QQQ Trust in Q4 2013 and has held it in 26 quarters since.
  • Bluefin Capital Management's Invesco QQQ Trust position peaked at $27.7M in Q4 2025.
  • 3,830 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Bluefin Capital Management's 13F filing for Q1 2026, filed 15 May 2026.