Evelyn Partners Investment Management Services’s Invesco QQQ Trust QQQ Stock Holding History

Evelyn Partners Investment Management Services’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	$5.77M	Hold	10,000	–	–	0.68%	38
2025 Q4	$6.14M	Hold	10,000	–	–	0.77%	38
2025 Q3	$6M	Hold	10,000	–	–	0.81%	35
2025 Q2	$5.52M	Hold	10,000	–	–	0.83%	36
2025 Q1	$4.69M	Hold	10,000	–	–	0.77%	39
2024 Q4	$5.11M	Buy	+10,000	New	+$5.06M	0.89%	38

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 $445B AUM 25.58% 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

Evelyn Partners Investment Management Services's QQQ Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its Invesco QQQ Trust (QQQ) position steady in Q1 2026 at 10,000 shares worth $5.77M. The position accounts for 0.68% of the portfolio, ranked #38.

Evelyn Partners Investment Management Services first reported a position in QQQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.14M in Q4 2025. 3,833 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Evelyn Partners Investment Management Services held 10,000 shares of Invesco QQQ Trust worth $5.77M as of Q1 2026.
Evelyn Partners Investment Management Services left its Invesco QQQ Trust share count unchanged in Q1 2026.
Invesco QQQ Trust made up 0.68% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #38 holding.
Evelyn Partners Investment Management Services first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management Services's Invesco QQQ Trust position peaked at $6.14M in Q4 2025.
3,833 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.