McDonald Partners
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McDonald Partners’s Invesco QQQ Trust QQQ Stock Holding History

McDonald 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
Q3 		$3.14M Buy
4,243
+252
+6% +$180K 0.74% 35
2026
Q2 		$2.94M Sell
3,991
-60
-1% -$41.3K 0.71% 37
2026
Q1 		$2.34M Sell
4,051
-3
-0.1% -$1.82K 0.55% 50
2025
Q4 		$2.49M Sell
4,054
-312
-7% -$191K 0.78% 34
2025
Q3 		$2.62M Sell
4,366
-121
-3% -$69.3K 0.78% 36
2025
Q2 		$2.48M Buy
4,487
+81
+2% +$40.3K 0.59% 44
2025
Q1 		$2.07M Buy
4,406
+212
+5% +$108K 0.54% 52
2024
Q4 		$2.14M Buy
4,194
+219
+6% +$111K 0.55% 49
2024
Q3 		$1.94M Buy
3,975
+101
+3% +$47.8K 0.49% 61
2024
Q2 		$1.86M Buy
3,874
+168
+5% +$75.6K 0.5% 55
2024
Q1 		$1.65M Sell
3,706
-128
-3% -$54.9K 0.45% 67
2023
Q4 		$1.57M Sell
3,834
-36
-0.9% -$13.7K 0.47% 63
2023
Q3 		$1.39M Sell
3,870
-12
-0.3% -$4.45K 0.45% 68
2023
Q2 		$1.43M Sell
3,882
-75
-2% -$25.2K 0.44% 69
2023
Q1 		$1.27M Buy
3,957
+124
+3% +$36.6K 0.41% 75
2022
Q4 		$1.02M Buy
3,833
+403
+12% +$111K 0.35% 84
2022
Q3 		$917K Sell
3,430
-542
-14% -$164K 0.35% 84
2022
Q2 		$1.11M Buy
3,972
+87
+2% +$27K 0.28% 104
2022
Q1 		$1.41M Buy
3,885
+1,773
+84% +$630K 0.31% 98
2021
Q4 		$840K Sell
2,112
-1,554
-42% -$600K 0.78% 37
2021
Q3 		$1.31M Sell
3,666
-63
-2% -$23.2K 0.31% 92
2021
Q2 		$1.32M Sell
3,729
-16
-0.4% -$5.38K 0.31% 96
2021
Q1 		$1.2M Sell
3,745
-48
-1% -$15.3K 0.31% 94
2020
Q4 		$1.19M Buy
+3,793
New +$1.11M 0.34% 83

Other funds holding QQQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

McDonald Partners's QQQ Position: Q3 2026 in Review

McDonald Partners increased its Invesco QQQ Trust (QQQ) stake by 6.3% in Q3 2026, buying an estimated $180K and bringing the position to 4,243 shares worth $3.14M. The position accounts for 0.74% of the portfolio, ranked #35.

McDonald Partners first reported a position in QQQ in Q4 2020 and has held it in 24 quarters since. 2,925 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • McDonald Partners held 4,243 shares of Invesco QQQ Trust worth $3.14M as of Q3 2026.
  • McDonald Partners bought 252 Invesco QQQ Trust shares in Q3 2026, an estimated $180K.
  • Invesco QQQ Trust made up 0.74% of McDonald Partners's portfolio in Q3 2026, its #35 holding.
  • McDonald Partners first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 24 quarters since.
  • 2,925 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on McDonald Partners's 13F filing for Q3 2026, filed 3 Nov 2026.