Newman Dignan & Sheerar Inc’s Invesco QQQ Trust QQQ Stock Holding History

Newman Dignan & Sheerar Inc’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	$359K	Hold	487	–	–	0.07%	150
2026 Q1	$281K	Sell	487 -10	-2%	-$6.08K	0.06%	168
2025 Q4	$305K	Sell	497 -9	-2%	-$5.52K	0.06%	161
2025 Q3	$304K	Buy	506 +1	+0.2%	+$573	0.07%	155
2025 Q2	$279K	Buy	+505	New	+$251K	0.06%	162

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Newman Dignan & Sheerar Inc's QQQ Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 487 shares worth $359K. The position accounts for 0.07% of the portfolio, ranked #150.

Newman Dignan & Sheerar Inc first reported a position in QQQ in Q2 2025 and has held it in 5 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Newman Dignan & Sheerar Inc held 487 shares of Invesco QQQ Trust worth $359K as of Q2 2026.
Newman Dignan & Sheerar Inc left its Invesco QQQ Trust share count unchanged in Q2 2026.
Invesco QQQ Trust made up 0.07% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #150 holding.
Newman Dignan & Sheerar Inc first reported a position in Invesco QQQ Trust in Q2 2025 and has held it in 5 quarters since.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.