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Steigerwald Gordon & Koch’s Invesco QQQ Trust QQQ Stock Holding History

Steigerwald Gordon & Koch’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 		$313K Buy
425
+72
+20% +$49.5K 0.03% 117
2026
Q1 		$204K Hold
353
– – 0.02% 135
2025
Q4 		$217K Hold
353
– – 0.02% 133
2025
Q3 		$212K Sell
353
-16
-4% -$9.16K 0.02% 131
2025
Q2 		$204K Buy
+369
New +$184K 0.02% 121

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Steigerwald Gordon & Koch's QQQ Position: Q2 2026 in Review

Steigerwald Gordon & Koch increased its Invesco QQQ Trust (QQQ) stake by 20% in Q2 2026, buying an estimated $49.5K and bringing the position to 425 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #117.

Steigerwald Gordon & Koch 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.

  • Steigerwald Gordon & Koch held 425 shares of Invesco QQQ Trust worth $313K as of Q2 2026.
  • Steigerwald Gordon & Koch bought 72 Invesco QQQ Trust shares in Q2 2026, an estimated $49.5K.
  • Invesco QQQ Trust made up 0.03% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #117 holding.
  • Steigerwald Gordon & Koch 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 Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.