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McKinley Carter Wealth Services’s Invesco QQQ Trust QQQ Stock Holding History

McKinley Carter Wealth Services’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 		$7.39M Sell
10,041
-142
-1% -$97.7K 0.38% 64
2026
Q1 		$5.88M Sell
10,183
-423
-4% -$257K 0.34% 74
2025
Q4 		$6.52M Sell
10,606
-281
-3% -$172K 0.36% 65
2025
Q3 		$6.54M Buy
10,887
+179
+2% +$103K 0.34% 61
2025
Q2 		$5.91M Buy
10,708
+1,208
+13% +$601K 0.33% 63
2025
Q1 		$4.45M Sell
9,500
-103
-1% -$52.3K 0.27% 71
2024
Q4 		$4.91M Sell
9,603
-117
-1% -$59.2K 0.3% 70
2024
Q3 		$4.74M Sell
9,720
-191
-2% -$90.4K 0.29% 72
2024
Q2 		$4.75M Sell
9,911
-201
-2% -$90.4K 0.3% 71
2024
Q1 		$4.49M Sell
10,112
-135
-1% -$57.9K 0.3% 71
2023
Q4 		$4.2M Buy
10,247
+94
+0.9% +$35.7K 0.31% 69
2023
Q3 		$3.64M Buy
10,153
+540
+6% +$200K 0.29% 69
2023
Q2 		$3.55M Sell
9,613
-60
-0.6% -$20.2K 0.27% 70
2023
Q1 		$3.1M Sell
9,673
-255
-3% -$75.2K 0.24% 73
2022
Q4 		$2.64M Sell
9,928
-1
-0% -$277 0.22% 83
2022
Q3 		$2.65M Sell
9,929
-77
-0.8% -$23.2K 0.25% 75
2022
Q2 		$2.8M Sell
10,006
-261
-3% -$81K 0.25% 75
2022
Q1 		$3.72M Sell
10,267
-506
-5% -$180K 0.29% 68
2021
Q4 		$4.29M Sell
10,773
-771
-7% -$298K 0.32% 65
2021
Q3 		$4.13M Buy
11,544
+257
+2% +$94.6K 0.34% 64
2021
Q2 		$4M Sell
11,287
-66
-0.6% -$22.2K 0.33% 66
2021
Q1 		$3.62M Buy
11,353
+487
+4% +$156K 0.31% 73
2020
Q4 		$3.41M Buy
+10,866
New +$3.19M 0.45% 63

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

McKinley Carter Wealth Services's QQQ Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its Invesco QQQ Trust (QQQ) stake by 1.4% in Q2 2026, selling an estimated $97.7K and leaving 10,041 shares worth $7.39M. The position accounts for 0.38% of the portfolio, ranked #64.

McKinley Carter Wealth Services first reported a position in QQQ in Q4 2020 and has held it in 23 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • McKinley Carter Wealth Services held 10,041 shares of Invesco QQQ Trust worth $7.39M as of Q2 2026.
  • McKinley Carter Wealth Services sold 142 Invesco QQQ Trust shares in Q2 2026, an estimated $97.7K.
  • Invesco QQQ Trust made up 0.38% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #64 holding.
  • McKinley Carter Wealth Services first reported a position in Invesco QQQ Trust in Q4 2020 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 McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.