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L. Roy Papp & Associates’s Invesco QQQ Trust QQQ Stock Holding History

L. Roy Papp & Associates’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 		$676K Buy
918
+30
+3% +$20.6K 0.07% 117
2026
Q1 		$513K Sell
888
-13
-1% -$7.9K 0.06% 127
2025
Q4 		$553K Buy
901
+286
+47% +$175K 0.06% 124
2025
Q3 		$369K Hold
615
– – 0.04% 141
2025
Q2 		$339K Buy
615
+100
+19% +$49.7K 0.04% 147
2025
Q1 		$241K Buy
515
+113
+28% +$57.4K 0.03% 164
2024
Q4 		$206K Sell
402
-80
-17% -$40.5K 0.02% 176
2024
Q3 		$235K Sell
482
-13
-3% -$6.15K 0.03% 166
2024
Q2 		$237K Buy
+495
New +$223K 0.03% 159
2022
Q4 		– Sell
-1,130
Closed -$302K – 167
2022
Q3 		$302K Hold
1,130
– – 0.05% 146
2022
Q2 		$317K Buy
1,130
+118
+12% +$36.6K 0.05% 142
2022
Q1 		$367K Hold
1,012
– – 0.05% 143
2021
Q4 		$403K Hold
1,012
– – 0.05% 144
2021
Q3 		$362K Sell
1,012
-3
-0.3% -$1.1K 0.05% 146
2021
Q2 		$360K Sell
1,015
-50
-5% -$16.8K 0.05% 148
2021
Q1 		$340K Sell
1,065
-124
-10% -$39.6K 0.05% 146
2020
Q4 		$373K Buy
1,189
+80
+7% +$23.5K 0.04% 143
2020
Q3 		$308K Sell
1,109
-75
-6% -$20.3K 0.04% 144
2020
Q2 		$293K Buy
1,184
+10
+0.9% +$2.24K 0.04% 139
2020
Q1 		$224K Sell
1,174
-30
-2% -$6.35K 0.04% 145
2019
Q4 		$256K Hold
1,204
– – 0.04% 154
2019
Q3 		$227K Buy
1,204
+100
+9% +$19K 0.04% 158
2019
Q2 		$206K Buy
+1,104
New +$203K 0.03% 165

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

L. Roy Papp & Associates's QQQ Position: Q2 2026 in Review

L. Roy Papp & Associates increased its Invesco QQQ Trust (QQQ) stake by 3.4% in Q2 2026, buying an estimated $20.6K and bringing the position to 918 shares worth $676K. The position accounts for 0.07% of the portfolio, ranked #117.

L. Roy Papp & Associates first reported a position in QQQ in Q2 2019 and has held it in 23 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • L. Roy Papp & Associates held 918 shares of Invesco QQQ Trust worth $676K as of Q2 2026.
  • L. Roy Papp & Associates bought 30 Invesco QQQ Trust shares in Q2 2026, an estimated $20.6K.
  • Invesco QQQ Trust made up 0.07% of L. Roy Papp & Associates's portfolio in Q2 2026, its #117 holding.
  • L. Roy Papp & Associates first reported a position in Invesco QQQ Trust in Q2 2019 and has held it in 23 quarters since.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on L. Roy Papp & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.