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MassMutual Private Wealth & Trust’s Invesco QQQ Trust QQQ Stock Holding History

MassMutual Private Wealth & Trust’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 		$4.56M Buy
6,189
+4,113
+198% +$2.83M 0.12% 139
2026
Q1 		$1.2M Buy
2,076
+698
+51% +$424K 0.03% 228
2025
Q4 		$847K Sell
1,378
-43
-3% -$26.4K 0.02% 262
2025
Q3 		$853K Buy
1,421
+17
+1% +$9.73K 0.02% 262
2025
Q2 		$775K Buy
1,404
+152
+12% +$75.6K 0.02% 275
2025
Q1 		$587K Buy
1,252
+36
+3% +$18.3K 0.02% 305
2024
Q4 		$622K Buy
1,216
+36
+3% +$18.2K 0.02% 295
2024
Q3 		$576K Sell
1,180
-265
-18% -$125K 0.02% 295
2024
Q2 		$692K Buy
1,445
+277
+24% +$125K 0.02% 273
2024
Q1 		$519K Sell
1,168
-64
-5% -$27.4K 0.02% 293
2023
Q4 		$505K Sell
1,232
-293
-19% -$111K 0.02% 285
2023
Q3 		$546K Buy
1,525
+64
+4% +$23.7K 0.02% 273
2023
Q2 		$540K Buy
1,461
+11
+0.8% +$3.7K 0.02% 269
2023
Q1 		$465K Buy
1,450
+279
+24% +$82.3K 0.02% 277
2022
Q4 		$312K Buy
1,171
+131
+13% +$36.2K 0.01% 313
2022
Q3 		$278K Sell
1,040
-229
-18% -$69.1K 0.01% 306
2022
Q2 		$356K Sell
1,269
-150
-11% -$46.5K 0.02% 291
2022
Q1 		$514K Buy
1,419
+44
+3% +$15.6K 0.02% 278
2021
Q4 		$547K Buy
1,375
+474
+53% +$183K 0.02% 284
2021
Q3 		$323K Buy
901
+387
+75% +$143K 0.01% 316
2021
Q2 		$182K Sell
514
-99
-16% -$33.3K 0.01% 343
2021
Q1 		$196K Sell
613
-45
-7% -$14.4K 0.01% 336
2020
Q4 		$206K Buy
658
+81
+14% +$23.8K 0.01% 344
2020
Q3 		$160K Buy
577
+9
+2% +$2.44K 0.01% 345
2020
Q2 		$141K Buy
568
+372
+190% +$83.4K 0.01% 343
2020
Q1 		$37K Sell
196
-367
-65% -$77.7K ﹤0.01% 395
2019
Q4 		$120K Hold
563
– – 0.01% 373
2019
Q3 		$106K Buy
563
+160
+40% +$30.3K 0.01% 375
2019
Q2 		$75K Buy
403
+20
+5% +$3.68K 0.01% 396
2019
Q1 		$68.8K Buy
383
+369
+2,636% +$62.6K 0.01% 399
2018
Q4 		$2.16K Sell
14
-293
-95% -$49K ﹤0.01% 819
2018
Q3 		$57K Buy
307
+273
+803% +$49.4K ﹤0.01% 413
2018
Q2 		$5.84K Buy
34
+20
+143% +$3.35K ﹤0.01% 697
2018
Q1 		$2.24K Sell
14
-916
-98% -$151K ﹤0.01% 811
2017
Q4 		$145K Buy
930
+10
+1% +$1.53K 0.01% 367
2017
Q3 		$134K Buy
920
+120
+15% +$17.2K 0.01% 393
2017
Q2 		$110K Buy
+800
New +$110K 0.01% 385
2017
Q1 		– Sell
-50
Closed -$5.92K – 1057
2016
Q4 		$5.92K Buy
+50
New +$5.9K ﹤0.01% 520
2016
Q2 		$12.5K Sell
116
-140
-55% -$15.1K ﹤0.01% 489
2016
Q1 		$28K Buy
256
+140
+121% +$14.5K ﹤0.01% 415
2015
Q4 		$13K Sell
116
-114
-50% -$12.7K ﹤0.01% 453
2015
Q3 		$22.7K Buy
230
+50
+28% +$5.37K ﹤0.01% 437
2015
Q2 		$16.9K Buy
180
+7
+4% +$761 ﹤0.01% 434
2015
Q1 		$18.3K Buy
173
+93
+116% +$9.77K ﹤0.01% 433
2014
Q4 		$8.26K Sell
80
-150
-65% -$15.2K ﹤0.01% 441
2014
Q3 		$22.7K Buy
230
+50
+28% +$4.87K ﹤0.01% 435
2014
Q2 		$16.9K Hold
180
– – 0.01% 311
2014
Q1 		$15.8K Hold
180
– – 0.01% 289
2013
Q4 		$15.8K Buy
+180
New +$15K 0.01% 258

Other funds holding QQQ

AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

MassMutual Private Wealth & Trust's QQQ Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Invesco QQQ Trust (QQQ) stake by 198% in Q2 2026, buying an estimated $2.83M and bringing the position to 6,189 shares worth $4.56M. The position accounts for 0.12% of the portfolio, ranked #139.

MassMutual Private Wealth & Trust first reported a position in QQQ in Q4 2013 and has held it in 49 quarters since. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • MassMutual Private Wealth & Trust held 6,189 shares of Invesco QQQ Trust worth $4.56M as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 4,113 Invesco QQQ Trust shares in Q2 2026, an estimated $2.83M.
  • Invesco QQQ Trust made up 0.12% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #139 holding.
  • MassMutual Private Wealth & Trust first reported a position in Invesco QQQ Trust in Q4 2013 and has held it in 49 quarters since.
  • 2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.