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

Harvey Capital 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	$368K	Hold	500	–	–	0.08%	74
2026 Q1	$289K	Hold	500	–	–	0.07%	72
2025 Q4	$307K	Hold	500	–	–	0.07%	69
2025 Q3	$300K	Hold	500	–	–	0.06%	78
2025 Q2	$273K	Hold	500	–	–	0.06%	72
2025 Q1	$234K	Sell	500 -250	-33%	-$127K	0.06%	76
2024 Q4	$383K	Hold	750	–	–	0.09%	70
2024 Q3	$366K	Hold	750	–	–	0.09%	65
2024 Q2	$359K	Hold	750	–	–	0.09%	68
2024 Q1	$333K	Hold	750	–	–	0.1%	67
2023 Q4	$307K	Hold	750	–	–	0.1%	63
2023 Q3	$269K	Hold	750	–	–	0.09%	67
2023 Q2	$277K	Hold	750	–	–	0.1%	70
2023 Q1	$241K	Buy	+750	New	+$221K	0.09%	74
2022 Q1	–	Sell	-550	Closed	-$218K	–	83
2021 Q4	$218K	Buy	+550	New	+$212K	0.07%	72
2021 Q3	–	Sell	-1,100	Closed	-$389K	–	87
2021 Q2	$389K	Sell	1,100 -100	-8%	-$33.6K	0.13%	68
2021 Q1	$382K	Buy	1,200 +100	+9%	+$32K	0.14%	68
2020 Q4	$345K	Buy	+1,100	New	+$323K	0.14%	65

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Harvey Capital Management's QQQ Position: Q2 2026 in Review

Harvey Capital Management held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 500 shares worth $368K. The position accounts for 0.08% of the portfolio, ranked #74.

Harvey Capital Management first reported a position in QQQ in Q4 2020 and has held it in 18 quarters since. The position peaked at $389K in Q2 2021. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Harvey Capital Management held 500 shares of Invesco QQQ Trust worth $368K as of Q2 2026.
Harvey Capital Management left its Invesco QQQ Trust share count unchanged in Q2 2026.
Invesco QQQ Trust made up 0.08% of Harvey Capital Management's portfolio in Q2 2026, its #74 holding.
Harvey Capital Management first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 18 quarters since.
Harvey Capital Management's Invesco QQQ Trust position peaked at $389K in Q2 2021.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Harvey Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.