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Sand Hill Global Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Sand Hill Global 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
2020
Q4 		– Sell
-900
Closed -$1K – 142
2020
Q3 		$1K Buy
+900
New +$244K ﹤0.01% 131

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

Sand Hill Global Advisors's QQQ Position: Q1 2026 in Review

Sand Hill Global Advisors increased its Invesco QQQ Trust (QQQ) stake by 3.5% in Q1 2026, buying an estimated $2.53M and bringing the position to 124,414 shares worth $71.8M. The position accounts for 2.42% of the portfolio, ranked #13.

Sand Hill Global Advisors first reported a position in QQQ in Q2 2017 and has held it in 31 quarters since. The position peaked at $79.1M in Q3 2025. 3,828 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Sand Hill Global Advisors held 124,414 shares of Invesco QQQ Trust worth $71.8M as of Q1 2026.
  • Sand Hill Global Advisors bought 4,166 Invesco QQQ Trust shares in Q1 2026, an estimated $2.53M.
  • Invesco QQQ Trust made up 2.42% of Sand Hill Global Advisors's portfolio in Q1 2026, its #13 holding.
  • Sand Hill Global Advisors first reported a position in Invesco QQQ Trust in Q2 2017 and has held it in 31 quarters since.
  • Sand Hill Global Advisors's Invesco QQQ Trust position peaked at $79.1M in Q3 2025.
  • 3,828 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Sand Hill Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.