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HCR Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

HCR Wealth 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
Q2 		$8.32M Sell
11,304
-13
-0.1% -$8.94K 0.75% 23
2026
Q1 		$6.53M Buy
11,317
+221
+2% +$134K 0.68% 25
2025
Q4 		$6.82M Sell
11,096
-160
-1% -$98.2K 0.68% 25
2025
Q3 		$6.82M Buy
11,256
+595
+6% +$341K 0.71% 22
2025
Q2 		$5.88M Sell
10,661
-81
-0.8% -$40.3K 0.69% 22
2025
Q1 		$5.04M Buy
10,742
+6
+0.1% +$3.05K 0.66% 24
2024
Q4 		$5.49M Sell
10,736
-300
-3% -$152K 0.69% 19
2024
Q3 		$5.39M Buy
11,036
+656
+6% +$310K 0.7% 19
2024
Q2 		$4.97M Buy
10,380
+537
+5% +$242K 0.71% 19
2024
Q1 		$4.37M Buy
9,843
+14
+0.1% +$6K 0.66% 23
2023
Q4 		$4.03M Buy
9,829
+3,051
+45% +$1.16M 0.64% 26
2023
Q3 		$2.43M Sell
6,778
-188
-3% -$69.7K 0.53% 33
2023
Q2 		$2.57M Sell
6,966
-1,377
-17% -$464K 0.48% 37
2023
Q1 		$2.68M Hold
8,343
– – 0.53% 37
2022
Q4 		$2.22M Hold
8,343
– – 0.47% 43
2022
Q3 		$2.23M Sell
8,343
-325
-4% -$98.1K 0.47% 42
2022
Q2 		$2.43M Hold
8,668
– – 0.49% 44
2022
Q1 		$3.14M Buy
8,668
+16
+0.2% +$5.68K 0.51% 41
2021
Q4 		$3.44M Hold
8,652
– – 0.53% 40
2021
Q3 		$3.1M Hold
8,652
– – 0.52% 43
2021
Q2 		$3.07M Buy
8,652
+3
+0% +$1.01K 0.53% 39
2021
Q1 		$2.76M Buy
+8,649
New +$2.77M 0.55% 38
2018
Q2 		– Sell
-15,863
Closed -$2.54M – 175
2018
Q1 		$2.54M Buy
15,863
+7
+0% +$1.16K 0.88% 23
2017
Q4 		$2.47M Buy
15,856
+27
+0.2% +$4.12K 0.86% 24
2017
Q3 		$2.3M Buy
15,829
+177
+1% +$25.4K 0.97% 23
2017
Q2 		$2.15M Buy
15,652
+202
+1% +$27.8K 1.06% 23
2017
Q1 		$2.04M Sell
15,450
-427
-3% -$54.5K 1.05% 26
2016
Q4 		$1.88M Buy
+15,877
New +$1.87M 0.99% 27

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HCR Wealth Advisors's QQQ Position: Q2 2026 in Review

HCR Wealth Advisors reduced its Invesco QQQ Trust (QQQ) stake by 0.11% in Q2 2026, selling an estimated $8.94K and leaving 11,304 shares worth $8.32M. The position accounts for 0.75% of the portfolio, ranked #23.

HCR Wealth Advisors first reported a position in QQQ in Q4 2016 and has held it in 28 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • HCR Wealth Advisors held 11,304 shares of Invesco QQQ Trust worth $8.32M as of Q2 2026.
  • HCR Wealth Advisors sold 13 Invesco QQQ Trust shares in Q2 2026, an estimated $8.94K.
  • Invesco QQQ Trust made up 0.75% of HCR Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • HCR Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2016 and has held it in 28 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.