MFP
QQQ icon

Meridian Financial Partners’s Invesco QQQ Trust QQQ Stock Holding History

Meridian Financial 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
Q2 		$855K Buy
1,211
+43
+4% +$29.6K 0.29% 60
2026
Q1 		$687K Sell
1,168
-204
-15% -$124K 0.26% 69
2025
Q4 		$846K Sell
1,372
-120
-8% -$73.6K 0.33% 57
2025
Q3 		$912K Sell
1,492
-163
-10% -$93.3K 0.38% 54
2025
Q2 		$913K Buy
1,655
+44
+3% +$21.9K 0.43% 53
2025
Q1 		$755K Sell
1,611
-132
-8% -$67.1K 0.38% 56
2024
Q4 		$891K Sell
1,743
-65
-4% -$32.9K 0.47% 50
2024
Q3 		$882K Buy
+1,808
New +$856K 0.45% 51
2024
Q1 		– Sell
-1,762
Closed -$728K – 51
2023
Q4 		$728K Sell
1,762
-25
-1% -$9.49K 0.75% 31
2023
Q3 		$643K Buy
+1,787
New +$663K 0.66% 35
2022
Q3 		– Sell
-1,880
Closed -$577K – 77
2022
Q2 		$577K Buy
+1,880
New +$583K 0.39% 54
2022
Q1 		– Sell
-1,868
Closed -$685K – 75
2021
Q4 		$685K Sell
1,868
-12
-0.6% -$4.63K 0.46% 45
2021
Q3 		$677K Sell
1,880
-17
-0.9% -$6.26K 0.45% 46
2021
Q2 		$681K Buy
1,897
+97
+5% +$32.6K 0.47% 49
2021
Q1 		$606K Sell
1,800
-40
-2% -$12.8K 0.46% 47
2020
Q4 		$596K Hold
1,840
– – 0.46% 44
2020
Q3 		$516K Buy
1,840
+180
+11% +$48.8K 0.44% 46
2020
Q2 		$432K Buy
+1,660
New +$372K 0.39% 47

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

Meridian Financial Partners's QQQ Position: Q2 2026 in Review

Meridian Financial Partners increased its Invesco QQQ Trust (QQQ) stake by 3.7% in Q2 2026, buying an estimated $29.6K and bringing the position to 1,211 shares worth $855K. The position accounts for 0.29% of the portfolio, ranked #60.

Meridian Financial Partners first reported a position in QQQ in Q2 2020 and has held it in 18 quarters since. The position peaked at $913K in Q2 2025. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Meridian Financial Partners held 1,211 shares of Invesco QQQ Trust worth $855K as of Q2 2026.
  • Meridian Financial Partners bought 43 Invesco QQQ Trust shares in Q2 2026, an estimated $29.6K.
  • Invesco QQQ Trust made up 0.29% of Meridian Financial Partners's portfolio in Q2 2026, its #60 holding.
  • Meridian Financial Partners first reported a position in Invesco QQQ Trust in Q2 2020 and has held it in 18 quarters since.
  • Meridian Financial Partners's Invesco QQQ Trust position peaked at $913K in Q2 2025.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.