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Boston Trust Walden’s Invesco QQQ Trust QQQ Stock Holding History

Boston Trust Walden’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 		$746K Buy
1,013
+104
+11% +$71.6K 0.01% 309
2026
Q1 		$525K Hold
909
– – ﹤0.01% 324
2025
Q4 		$558K Hold
909
– – ﹤0.01% 317
2025
Q3 		$546K Buy
909
+132
+17% +$75.6K ﹤0.01% 324
2025
Q2 		$429K Sell
777
-10
-1% -$4.97K ﹤0.01% 327
2025
Q1 		$369K Hold
787
– – ﹤0.01% 334
2024
Q4 		$402K Hold
787
– – ﹤0.01% 328
2024
Q3 		$384K Hold
787
– – ﹤0.01% 331
2024
Q2 		$377K Sell
787
-50
-6% -$22.5K ﹤0.01% 334
2024
Q1 		$372K Hold
837
– – ﹤0.01% 334
2023
Q4 		$343K Sell
837
-534
-39% -$203K ﹤0.01% 334
2023
Q3 		$491K Hold
1,371
– – ﹤0.01% 310
2023
Q2 		$506K Buy
1,371
+44
+3% +$14.8K ﹤0.01% 311
2023
Q1 		$426K Hold
1,327
– – ﹤0.01% 320
2022
Q4 		$353K Sell
1,327
-343
-21% -$94.8K ﹤0.01% 330
2022
Q3 		$446K Buy
1,670
+343
+26% +$104K ﹤0.01% 308
2022
Q2 		$372K Hold
1,327
– – ﹤0.01% 324
2022
Q1 		$481K Hold
1,327
– – ﹤0.01% 319
2021
Q4 		$528K Hold
1,327
– – ﹤0.01% 324
2021
Q3 		$475K Sell
1,327
-27
-2% -$9.94K ﹤0.01% 326
2021
Q2 		$480K Buy
1,354
+77
+6% +$25.9K ﹤0.01% 333
2021
Q1 		$408K Hold
1,277
– – ﹤0.01% 327
2020
Q4 		$401K Buy
1,277
+236
+23% +$69.3K ﹤0.01% 330
2020
Q3 		$289K Sell
1,041
-35
-3% -$9.49K ﹤0.01% 342
2020
Q2 		$266K Hold
1,076
– – ﹤0.01% 343
2020
Q1 		$205K Buy
+1,076
New +$228K ﹤0.01% 343

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Boston Trust Walden's QQQ Position: Q2 2026 in Review

Boston Trust Walden increased its Invesco QQQ Trust (QQQ) stake by 11% in Q2 2026, buying an estimated $71.6K and bringing the position to 1,013 shares worth $746K. The position accounts for 0.01% of the portfolio, ranked #309.

Boston Trust Walden first reported a position in QQQ in Q1 2020 and has held it in 26 quarters since. 1,962 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Boston Trust Walden held 1,013 shares of Invesco QQQ Trust worth $746K as of Q2 2026.
  • Boston Trust Walden bought 104 Invesco QQQ Trust shares in Q2 2026, an estimated $71.6K.
  • Invesco QQQ Trust made up 0.01% of Boston Trust Walden's portfolio in Q2 2026, its #309 holding.
  • Boston Trust Walden first reported a position in Invesco QQQ Trust in Q1 2020 and has held it in 26 quarters since.
  • 1,962 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.