Laird Norton Wetherby Trust Company’s Invesco QQQ Trust QQQ Stock Holding History

Laird Norton Wetherby Trust Company’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	$2.55M	Buy	3,464 +7	+0.2%	+$4.82K	0.05%	284
2026 Q1	$2M	Sell	3,457 -2,820	-45%	-$1.71M	0.04%	317
2025 Q4	$3.86M	Buy	+6,277	New	+$3.85M	0.08%	192
2022 Q2	–	Sell	-1,246	Closed	-$451K	–	175
2022 Q1	$451K	Sell	1,246 -295	-19%	-$105K	0.04%	115
2021 Q4	$613K	Buy	1,541 +295	+24%	+$114K	0.06%	98
2021 Q3	$446K	Sell	1,246 -175	-12%	-$64.4K	0.05%	105
2021 Q2	$503K	Buy	1,421 +20	+1%	+$6.72K	0.05%	88
2021 Q1	$439K	Hold	1,401	–	–	0.05%	98
2020 Q4	$440K	Buy	+1,401	New	+$411K	0.05%	96

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

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

Laird Norton Wetherby Trust Company's QQQ Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company increased its Invesco QQQ Trust (QQQ) stake by 0.2% in Q2 2026, buying an estimated $4.82K and bringing the position to 3,464 shares worth $2.55M. The position accounts for 0.05% of the portfolio, ranked #284.

Laird Norton Wetherby Trust Company first reported a position in QQQ in Q4 2020 and has held it in 9 quarters since. The position peaked at $3.86M in Q4 2025. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Laird Norton Wetherby Trust Company held 3,464 shares of Invesco QQQ Trust worth $2.55M as of Q2 2026.
Laird Norton Wetherby Trust Company bought 7 Invesco QQQ Trust shares in Q2 2026, an estimated $4.82K.
Invesco QQQ Trust made up 0.05% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #284 holding.
Laird Norton Wetherby Trust Company first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 9 quarters since.
Laird Norton Wetherby Trust Company's Invesco QQQ Trust position peaked at $3.86M in Q4 2025.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.