Menora Mivtachim Holdings’s Invesco QQQ Trust QQQ Stock Holding History

Menora Mivtachim Holdings’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 Q1	$12.4M	Buy	21,493 +1,200	+6%	+$729K	0.06%	95
2025 Q4	$12.5M	Buy	20,293 +6,800	+50%	+$4.17M	0.06%	84
2025 Q3	$8.1M	Buy	13,493 +1,060	+9%	+$607K	0.04%	95
2025 Q2	$6.86M	Sell	12,433 -60	-0.5%	-$29.8K	0.04%	91
2025 Q1	$5.86M	Buy	12,493 +3,735	+43%	+$1.9M	0.04%	86
2024 Q4	$4.48M	Buy	8,758 +500	+6%	+$253K	0.03%	74
2024 Q3	$4.03M	Buy	8,258 +1,915	+30%	+$906K	0.03%	70
2024 Q2	$3.04M	Buy	6,343 +2,250	+55%	+$1.01M	0.02%	76
2024 Q1	$1.82M	Hold	4,093	–	–	0.01%	69
2023 Q4	$1.68M	Buy	4,093 +500	+14%	+$190K	0.01%	73
2023 Q3	$1.29M	Hold	3,593	–	–	0.01%	73
2023 Q2	$1.33M	Sell	3,593 -2,000	-36%	-$673K	0.01%	73
2023 Q1	$1.79M	Buy	+5,593	New	+$1.65M	0.02%	71

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Menora Mivtachim Holdings's QQQ Position: Q1 2026 in Review

Menora Mivtachim Holdings increased its Invesco QQQ Trust (QQQ) stake by 5.9% in Q1 2026, buying an estimated $729K and bringing the position to 21,493 shares worth $12.4M. The position accounts for 0.06% of the portfolio, ranked #95.

Menora Mivtachim Holdings first reported a position in QQQ in Q1 2023 and has held it in 13 quarters since. The position peaked at $12.5M in Q4 2025. 3,827 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Menora Mivtachim Holdings held 21,493 shares of Invesco QQQ Trust worth $12.4M as of Q1 2026.
Menora Mivtachim Holdings bought 1,200 Invesco QQQ Trust shares in Q1 2026, an estimated $729K.
Invesco QQQ Trust made up 0.06% of Menora Mivtachim Holdings's portfolio in Q1 2026, its #95 holding.
Menora Mivtachim Holdings first reported a position in Invesco QQQ Trust in Q1 2023 and has held it in 13 quarters since.
Menora Mivtachim Holdings's Invesco QQQ Trust position peaked at $12.5M in Q4 2025.
3,827 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Menora Mivtachim Holdings's 13F filing for Q1 2026, filed 14 May 2026.