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Minot DeBlois Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Minot DeBlois Advisors’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 		$5.77K Hold
10
– – 0.01% 152
2025
Q4 		$6.14K Hold
10
– – 0.01% 140
2025
Q3 		$6K Hold
10
– – 0.01% 172
2025
Q2 		$5.52K Sell
10
-10
-50% -$4.97K 0.01% 189
2025
Q1 		$9.38K Hold
20
– – 0.01% 157
2024
Q4 		$10.2K Buy
+20
New +$10.1K 0.01% 199

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Minot DeBlois Advisors's QQQ Position: Q1 2026 in Review

Minot DeBlois Advisors held its Invesco QQQ Trust (QQQ) position steady in Q1 2026 at 10 shares worth $5.77K. The position accounts for 0.01% of the portfolio, ranked #152.

Minot DeBlois Advisors first reported a position in QQQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.2K in Q4 2024. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Minot DeBlois Advisors held 10 shares of Invesco QQQ Trust worth $5.77K as of Q1 2026.
  • Minot DeBlois Advisors left its Invesco QQQ Trust share count unchanged in Q1 2026.
  • Invesco QQQ Trust made up 0.01% of Minot DeBlois Advisors's portfolio in Q1 2026, its #152 holding.
  • Minot DeBlois Advisors first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 6 quarters since.
  • Minot DeBlois Advisors's Invesco QQQ Trust position peaked at $10.2K in Q4 2024.
  • 3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Minot DeBlois Advisors's 13F filing for Q1 2026, filed 8 May 2026.