Koesten Hirschmann & Crabtree’s Invesco QQQ Trust QQQ Stock Holding History

Koesten Hirschmann & Crabtree’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	-294	Closed	-$177K	–	185
2025 Q3	$177K	Sell	294 -83	-22%	-$47.5K	0.08%	42
2025 Q2	$208K	Buy	377 +123	+48%	+$61.2K	0.11%	34
2025 Q1	$119K	Sell	254 -30	-11%	-$15.2K	0.07%	49
2024 Q4	$145K	Buy	284 +1	+0.4%	+$506	0.08%	43
2024 Q3	$138K	Sell	283 -40	-12%	-$18.9K	0.08%	40
2024 Q2	$143K	Hold	323	–	–	0.09%	38
2024 Q1	$143K	Buy	323 +40	+14%	+$17.1K	0.09%	38
2023 Q4	$116K	Hold	283	–	–	0.08%	44
2023 Q3	$101K	Hold	283	–	–	0.08%	37
2023 Q2	$105K	Sell	283 -151	-35%	-$50.8K	0.08%	39
2023 Q1	$139K	Buy	434 +11	+3%	+$3.25K	0.11%	31
2022 Q4	$113K	Buy	+423	New	+$117K	0.09%	33

Other funds holding QQQ

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Koesten Hirschmann & Crabtree's QQQ Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of Invesco QQQ Trust (QQQ) in Q4 2025, closing a stake of 294 shares — an estimated $177K sold.

Koesten Hirschmann & Crabtree first reported a position in QQQ in Q4 2022 and held it in 12 quarters. The position peaked at $208K in Q2 2025. 3,860 funds tracked by Wall St. Rank hold QQQ as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining Invesco QQQ Trust position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 294 Invesco QQQ Trust shares in Q4 2025, an estimated $177K.
Koesten Hirschmann & Crabtree first reported a position in Invesco QQQ Trust in Q4 2022 and held it in 12 quarters.
Koesten Hirschmann & Crabtree's Invesco QQQ Trust position peaked at $208K in Q2 2025.
3,860 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.