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Laird Norton Wetherby Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Laird Norton Wetherby Wealth Management’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
Q3 		$3.99M Buy
6,643
+664
+11% +$380K 0.16% 115
2025
Q2 		$3.3M Buy
+5,979
New +$2.97M 0.15% 129
2024
Q4 		$3.08M Buy
6,024
+20
+0.3% +$10.1K 0.15% 122
2024
Q3 		$2.93M Sell
6,004
-50
-0.8% -$23.7K 0.13% 153
2024
Q2 		$2.9M Buy
6,054
+492
+9% +$221K 0.14% 140
2024
Q1 		$2.47M Buy
5,562
+99
+2% +$42.4K 0.12% 177
2023
Q4 		$2.24M Buy
5,463
+1,002
+22% +$380K 0.12% 175
2023
Q3 		$1.6M Sell
4,461
-65
-1% -$24.1K 0.09% 237
2023
Q2 		$1.67M Buy
4,526
+308
+7% +$104K 0.09% 239
2023
Q1 		$1.35M Buy
4,218
+14
+0.3% +$4.13K 0.08% 266
2022
Q4 		$1.12M Buy
4,204
+241
+6% +$66.6K 0.07% 301
2022
Q3 		$1.06M Sell
3,963
-88
-2% -$26.6K 0.07% 277
2022
Q2 		$1.14M Sell
4,051
-87
-2% -$27K 0.08% 269
2022
Q1 		$1.5M Buy
4,138
+30
+0.7% +$10.7K 0.09% 223
2021
Q4 		$1.63M Buy
4,108
+106
+3% +$40.9K 0.09% 203
2021
Q3 		$1.43M Hold
4,002
– – 0.09% 214
2021
Q2 		$1.42M Buy
4,002
+589
+17% +$198K 0.09% 215
2021
Q1 		$1.09M Sell
3,413
-1,665
-33% -$532K 0.08% 235
2020
Q4 		$1.59M Buy
5,078
+842
+20% +$247K 0.11% 180
2020
Q3 		$1.18M Buy
4,236
+1,344
+46% +$365K 0.1% 188
2020
Q2 		$716K Buy
2,892
+443
+18% +$99.3K 0.07% 280
2020
Q1 		$466K Buy
2,449
+25
+1% +$5.29K 0.05% 335
2019
Q4 		$515K Hold
2,424
– – 0.05% 398
2019
Q3 		$458K Buy
2,424
+59
+2% +$11.2K 0.05% 427
2019
Q2 		$442K Hold
2,365
– – 0.05% 425
2019
Q1 		$425K Buy
+2,365
New +$401K 0.05% 405
2018
Q4 		– Sell
-1,200
Closed -$223K – 674
2018
Q3 		$223K Hold
1,200
– – 0.03% 592
2018
Q2 		$206K Buy
+1,200
New +$201K 0.03% 599
2018
Q1 		– Sell
-1,900
Closed -$296K – 678
2017
Q4 		$296K Hold
1,900
– – 0.04% 476
2017
Q3 		$276K Sell
1,900
-750
-28% -$107K 0.04% 483
2017
Q2 		$364K Buy
2,650
+1
+0% +$138 0.06% 384
2017
Q1 		$351K Sell
2,649
-731
-22% -$93.3K 0.06% 381
2016
Q4 		$400K Buy
3,380
+431
+15% +$50.9K 0.08% 322
2016
Q3 		$350K Buy
2,949
+401
+16% +$46.3K 0.07% 337
2016
Q2 		$274K Sell
2,548
-660
-21% -$71.3K 0.06% 377
2016
Q1 		$350K Buy
3,208
+241
+8% +$25K 0.08% 287
2015
Q4 		$332K Sell
2,967
-880
-23% -$98.2K 0.08% 295
2015
Q3 		$392K Sell
3,847
-29
-0.7% -$3.12K 0.1% 247
2015
Q2 		$416K Hold
3,876
– – 0.1% 250
2015
Q1 		$409K Buy
3,876
+71
+2% +$7.46K 0.1% 251
2014
Q4 		$393K Buy
+3,805
New +$385K 0.1% 240
2014
Q3 		– Sell
-2,330
Closed -$219K – 440
2014
Q2 		$219K Buy
+2,330
New +$208K 0.06% 384

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 $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's QQQ Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 11% in Q3 2025, buying an estimated $380K and bringing the position to 6,643 shares worth $3.99M. The position accounts for 0.16% of the portfolio, ranked #115.

Laird Norton Wetherby Wealth Management first reported a position in QQQ in Q2 2014 and has held it in 42 quarters since. 3,561 funds tracked by Wall St. Rank hold QQQ as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 6,643 shares of Invesco QQQ Trust worth $3.99M as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 664 Invesco QQQ Trust shares in Q3 2025, an estimated $380K.
  • Invesco QQQ Trust made up 0.16% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #115 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Invesco QQQ Trust in Q2 2014 and has held it in 42 quarters since.
  • 3,561 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.