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Boston Research & Management’s Invesco QQQ Trust QQQ Stock Holding History

Boston Research & 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 		$624K Sell
847
-18
-2% -$12.4K 0.14% 81
2026
Q1 		$499K Buy
865
+20
+2% +$12.2K 0.12% 81
2025
Q4 		$519K Hold
845
– – 0.12% 85
2025
Q3 		$507K Hold
845
– – 0.11% 86
2025
Q2 		$466K Buy
845
+60
+8% +$29.8K 0.11% 86
2025
Q1 		$368K Sell
785
-31
-4% -$15.8K 0.09% 95
2024
Q4 		$417K Sell
816
-9
-1% -$4.55K 0.1% 90
2024
Q3 		$402K Buy
825
+42
+5% +$19.9K 0.09% 95
2024
Q2 		$375K Sell
783
-34
-4% -$15.3K 0.09% 97
2024
Q1 		$362K Sell
817
-46
-5% -$19.7K 0.09% 98
2023
Q4 		$353K Buy
863
+7
+0.8% +$2.66K 0.09% 96
2023
Q3 		$306K Sell
856
-129
-13% -$47.8K 0.09% 95
2023
Q2 		$364K Sell
985
-53
-5% -$17.8K 0.1% 91
2023
Q1 		$333K Buy
1,038
+235
+29% +$69.3K 0.1% 94
2022
Q4 		$213K Buy
+803
New +$222K 0.07% 105
2022
Q3 		– Sell
-745
Closed -$208K – 105
2022
Q2 		$208K Sell
745
-425
-36% -$132K 0.07% 103
2022
Q1 		$424K Buy
+1,170
New +$416K 0.12% 89

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Boston Research & Management's QQQ Position: Q2 2026 in Review

Boston Research & Management reduced its Invesco QQQ Trust (QQQ) stake by 2.1% in Q2 2026, selling an estimated $12.4K and leaving 847 shares worth $624K. The position accounts for 0.14% of the portfolio, ranked #81.

Boston Research & Management first reported a position in QQQ in Q1 2022 and has held it in 17 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Boston Research & Management held 847 shares of Invesco QQQ Trust worth $624K as of Q2 2026.
  • Boston Research & Management sold 18 Invesco QQQ Trust shares in Q2 2026, an estimated $12.4K.
  • Invesco QQQ Trust made up 0.14% of Boston Research & Management's portfolio in Q2 2026, its #81 holding.
  • Boston Research & Management first reported a position in Invesco QQQ Trust in Q1 2022 and has held it in 17 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Boston Research & Management's 13F filing for Q2 2026, filed 11 Aug 2026.