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Harvey Partners’s Invesco QQQ Trust QQQ Stock Holding History

Harvey Partners’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
2025
Q4 		– Sell
-24,480
Closed -$14.7M – 49
2025
Q3 		$14.7M Buy
24,480
+7,000
+40% +$4.01M 1.31% 34
2025
Q2 		$9.64M Buy
+17,480
New +$8.69M 0.95% 35

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harvey Partners's QQQ Position: Q4 2025 in Review

Harvey Partners sold out of Invesco QQQ Trust (QQQ) in Q4 2025, closing a stake of 24,480 shares — an estimated $14.7M sold.

Harvey Partners first reported a position in QQQ in Q2 2025 and held it in 2 quarters. The position peaked at $14.7M in Q3 2025. 3,851 funds tracked by Wall St. Rank hold QQQ as of Q4 2025.

  • Harvey Partners reported no remaining Invesco QQQ Trust position as of Q4 2025 after selling out during the quarter.
  • Harvey Partners sold 24,480 Invesco QQQ Trust shares in Q4 2025, an estimated $14.7M.
  • Harvey Partners first reported a position in Invesco QQQ Trust in Q2 2025 and held it in 2 quarters.
  • Harvey Partners's Invesco QQQ Trust position peaked at $14.7M in Q3 2025.
  • 3,851 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2025.

Based on Harvey Partners's 13F filing for Q4 2025, filed 17 Feb 2026.