Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Invesco QQQ Trust QQQ Stock Holding History

Kovitz Investment Group 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
2026
Q1 		$10M Sell
17,319
-544
-3% -$330K 0.23% 102
2025
Q4 		$11M Sell
17,863
-43,885
-71% -$26.9M 0.24% 89
2025
Q3 		$37.1M Buy
61,748
+629
+1% +$360K 0.14% 134
2025
Q2 		$33.7M Buy
61,119
+2,735
+5% +$1.36M 0.14% 130
2025
Q1 		$27.4M Sell
58,384
-7,342
-11% -$3.73M 0.14% 139
2024
Q4 		$33.6M Buy
65,726
+16,216
+33% +$8.2M 0.16% 118
2024
Q3 		$15.7M Buy
49,510
+20,884
+73% +$9.88M 0.11% 162
2024
Q2 		$13.7M Buy
28,626
+18,907
+195% +$8.5M 0.12% 129
2024
Q1 		$4.32M Buy
+9,719
New +$4.17M 0.05% 219
2023
Q1 		– Sell
-3,373
Closed -$898K – 424
2022
Q4 		$898K Buy
+3,373
New +$933K 0.02% 290
2020
Q4 		– Sell
-1,231
Closed -$361K – 423
2020
Q3 		$342K Sell
1,231
-50
-4% -$13.6K 0.01% 345
2020
Q2 		$317K Sell
1,281
-445
-26% -$99.7K 0.01% 335
2020
Q1 		$329K Sell
1,726
-1,028
-37% -$218K 0.01% 321
2019
Q4 		$585K Buy
2,754
+1,332
+94% +$267K 0.02% 307
2019
Q3 		$268K Sell
1,422
-83
-6% -$15.7K 0.01% 339
2019
Q2 		$281K Sell
1,505
-646
-30% -$119K 0.01% 331
2019
Q1 		$387K Buy
2,151
+200
+10% +$33.9K 0.01% 323
2018
Q4 		$301K Buy
+1,951
New +$326K 0.01% 236
2018
Q2 		– Sell
-1,858
Closed -$298K – 146
2018
Q1 		$298K Sell
1,858
-1,791
-49% -$296K 0.01% 127
2017
Q4 		$568 Buy
3,649
+274
+8% +$41.8K 0.02% 112
2017
Q3 		$491K Sell
3,375
-1,400
-29% -$201K 0.02% 116
2017
Q2 		$657K Sell
4,775
-11,737
-71% -$1.61M 0.04% 106
2017
Q1 		$2.19M Buy
+16,512
New +$2.11M 0.12% 63

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 $445B AUM 25.58% 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

Kovitz Investment Group Partners's QQQ Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Invesco QQQ Trust (QQQ) stake by 3% in Q1 2026, selling an estimated $330K and leaving 17,319 shares worth $10M. The position accounts for 0.23% of the portfolio, ranked #102.

Kovitz Investment Group Partners first reported a position in QQQ in Q1 2017 and has held it in 23 quarters since. The position peaked at $37.1M in Q3 2025. 3,833 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Kovitz Investment Group Partners held 17,319 shares of Invesco QQQ Trust worth $10M as of Q1 2026.
  • Kovitz Investment Group Partners sold 544 Invesco QQQ Trust shares in Q1 2026, an estimated $330K.
  • Invesco QQQ Trust made up 0.23% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #102 holding.
  • Kovitz Investment Group Partners first reported a position in Invesco QQQ Trust in Q1 2017 and has held it in 23 quarters since.
  • Kovitz Investment Group Partners's Invesco QQQ Trust position peaked at $37.1M in Q3 2025.
  • 3,833 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.