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S&CO Inc’s Invesco QQQ Trust QQQ Stock Holding History

S&CO 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
Q3 		$4.67M Buy
+6,313
New +$4.51M 0.26% 74

Other funds holding QQQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

S&CO Inc's QQQ Position: Q3 2026 in Review

S&CO Inc opened a new position in Invesco QQQ Trust (QQQ) in Q3 2026: 6,313 shares worth $4.67M. The stake represents 0.26% of the portfolio and ranks #74 among its holdings.

2,925 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • S&CO Inc held 6,313 shares of Invesco QQQ Trust worth $4.67M as of Q3 2026.
  • Invesco QQQ Trust was a new S&CO Inc position in Q3 2026.
  • Invesco QQQ Trust made up 0.26% of S&CO Inc's portfolio in Q3 2026, its #74 holding.
  • 2,925 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on S&CO Inc's 13F filing for Q3 2026, filed 10 Nov 2026.