Patten Group
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Patten Group’s Invesco QQQ Trust QQQ Stock Holding History

Patten Group’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
2017
Q4 		– Sell
-5
Closed -$1K – 638
2017
Q3 		$1K Buy
+5
New +$716 ﹤0.01% 621
2016
Q3 		– Sell
-9
Closed -$3.64K – 653
2016
Q2 		$3.64K Hold
9
– – ﹤0.01% 541
2016
Q1 		$3.64K Buy
+9
New +$935 ﹤0.01% 561
2015
Q1 		– Sell
-900
Closed -$1K – 229
2014
Q4 		$1K Buy
+900
New +$91K ﹤0.01% 258

Other funds holding QQQ

National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Patten Group's QQQ Position: Q3 2026 in Review

Patten Group reduced its Invesco QQQ Trust (QQQ) stake by 5.3% in Q3 2026, selling an estimated $52.9K and leaving 1,326 shares worth $981K. The position accounts for 0.15% of the portfolio, ranked #149.

Patten Group first reported a position in QQQ in Q4 2014 and has held it in 48 quarters since. The position peaked at $1.03M in Q3 2018. 1,980 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Patten Group held 1,326 shares of Invesco QQQ Trust worth $981K as of Q3 2026.
  • Patten Group sold 74 Invesco QQQ Trust shares in Q3 2026, an estimated $52.9K.
  • Invesco QQQ Trust made up 0.15% of Patten Group's portfolio in Q3 2026, its #149 holding.
  • Patten Group first reported a position in Invesco QQQ Trust in Q4 2014 and has held it in 48 quarters since.
  • Patten Group's Invesco QQQ Trust position peaked at $1.03M in Q3 2018.
  • 1,980 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Patten Group's 13F filing for Q3 2026, filed 26 Oct 2026.