OWP
QQQ icon

Obermeyer Wealth Partners’s Invesco QQQ Trust QQQ Stock Holding History

Obermeyer Wealth 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
2023
Q3 		– Sell
-1,800
Closed -$104K – 229
2023
Q2 		$104K Buy
+1,800
New +$606K 0.01% 207

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

Obermeyer Wealth Partners's QQQ Position: Q1 2026 in Review

Obermeyer Wealth Partners increased its Invesco QQQ Trust (QQQ) stake by 18% in Q1 2026, buying an estimated $5.11M and bringing the position to 54,214 shares worth $31.3M. The position accounts for 1.44% of the portfolio, ranked #22.

Obermeyer Wealth Partners first reported a position in QQQ in Q1 2021 and has held it in 21 quarters since. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Obermeyer Wealth Partners held 54,214 shares of Invesco QQQ Trust worth $31.3M as of Q1 2026.
  • Obermeyer Wealth Partners bought 8,416 Invesco QQQ Trust shares in Q1 2026, an estimated $5.11M.
  • Invesco QQQ Trust made up 1.44% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #22 holding.
  • Obermeyer Wealth Partners first reported a position in Invesco QQQ Trust in Q1 2021 and has held it in 21 quarters since.
  • 3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.