Choate Investment Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Choate 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 Q1	$14.3M	Hold	24,791	–	–	0.28%	45
2025 Q4	$15.2M	Sell	24,791 -312	-1%	-$191K	0.3%	42
2025 Q3	$15.1M	Buy	25,103 +868	+4%	+$497K	0.31%	40
2025 Q2	$13.4M	Buy	24,235 +1,002	+4%	+$498K	0.29%	45
2025 Q1	$10.9M	Sell	23,233 -904	-4%	-$459K	0.27%	53
2024 Q4	$12.3M	Buy	24,137 +22	+0.1%	+$11.1K	0.3%	47
2024 Q3	$11.8M	Sell	24,115 -137	-0.6%	-$64.8K	0.3%	45
2024 Q2	$11.6M	Sell	24,252 -94	-0.4%	-$42.3K	0.3%	45
2024 Q1	$10.8M	Buy	24,346 +15,303	+169%	+$6.56M	0.29%	46
2023 Q4	$3.7M	Sell	9,043 -10,706	-54%	-$4.06M	0.11%	95
2023 Q3	$7.08M	Buy	19,749 +11,051	+127%	+$4.1M	0.28%	38
2023 Q2	$3.21M	Hold	8,698	–	–	0.13%	64
2023 Q1	$2.79M	Buy	8,698 +163	+2%	+$48.1K	0.13%	67
2022 Q4	$2.27M	Sell	8,535 -37	-0.4%	-$10.2K	0.14%	77
2022 Q3	$2.29M	Sell	8,572 -75	-0.9%	-$22.6K	0.15%	66
2022 Q2	$2.42M	Sell	8,647 -179	-2%	-$55.5K	0.15%	66
2022 Q1	$3.2M	Sell	8,826 -290	-3%	-$103K	0.17%	56
2021 Q4	$3.63M	Sell	9,116 -30	-0.3%	-$11.6K	0.21%	49
2021 Q3	$3.27M	Sell	9,146 -40	-0.4%	-$14.7K	0.21%	47
2021 Q2	$3.26M	Buy	9,186 +724	+9%	+$243K	0.2%	51
2021 Q1	$2.7M	Buy	8,462 +10	+0.1%	+$3.2K	0.17%	59
2020 Q4	$2.65M	Buy	8,452 +40	+0.5%	+$11.7K	0.16%	59
2020 Q3	$2.34M	Buy	8,412 +837	+11%	+$227K	0.15%	60
2020 Q2	$1.88M	Sell	7,575 -76	-1%	-$17K	0.14%	64
2020 Q1	$1.46M	Buy	7,651 +6,068	+383%	+$1.28M	0.12%	78
2019 Q4	$337K	Sell	1,583 -85	-5%	-$17K	0.02%	186
2019 Q3	$315K	Hold	1,668	–	–	0.02%	188
2019 Q2	$311K	Hold	1,668	–	–	0.02%	189
2019 Q1	$300K	Hold	1,668	–	–	0.02%	203
2018 Q4	$257K	Sell	1,668 -366	-18%	-$61.2K	0.02%	197
2018 Q3	$378K	Buy	+2,034	New	+$368K	0.02%	156
2018 Q2	–	Sell	-2,129	Closed	-$357K	–	236
2018 Q1	$341K	Buy	2,129 +195	+10%	+$32.2K	0.02%	192
2017 Q4	$301K	Hold	1,934	–	–	0.02%	205
2017 Q3	$281K	Sell	1,934 -95	-5%	-$13.6K	0.02%	214
2017 Q2	$279K	Hold	2,029	–	–	0.02%	210
2017 Q1	$269K	Sell	2,029 -40	-2%	-$5.11K	0.02%	219
2016 Q4	$245K	Sell	2,069 -105	-5%	-$12.4K	0.02%	219
2016 Q3	$258K	Hold	2,174	–	–	0.02%	206
2016 Q2	$234K	Sell	2,174 -160	-7%	-$17.3K	0.02%	211
2016 Q1	$255K	Buy	+2,334	New	+$242K	0.02%	213

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Choate Investment Advisors's QQQ Position: Q1 2026 in Review

Choate Investment Advisors held its Invesco QQQ Trust (QQQ) position steady in Q1 2026 at 24,791 shares worth $14.3M. The position accounts for 0.28% of the portfolio, ranked #45.

Choate Investment Advisors first reported a position in QQQ in Q1 2016 and has held it in 40 quarters since. The position peaked at $15.2M in Q4 2025. 3,827 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Choate Investment Advisors held 24,791 shares of Invesco QQQ Trust worth $14.3M as of Q1 2026.
Choate Investment Advisors left its Invesco QQQ Trust share count unchanged in Q1 2026.
Invesco QQQ Trust made up 0.28% of Choate Investment Advisors's portfolio in Q1 2026, its #45 holding.
Choate Investment Advisors first reported a position in Invesco QQQ Trust in Q1 2016 and has held it in 40 quarters since.
Choate Investment Advisors's Invesco QQQ Trust position peaked at $15.2M in Q4 2025.
3,827 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.