Stone House Investment Management’s Invesco QQQ Trust QQQ Stock Holding History

Stone House Investment Management’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 Q1	$192K	Sell	333 -51	-13%	-$31K	0.03%	81
2025 Q4	$236K	Buy	384 +2	+0.5%	+$1.23K	0.04%	65
2025 Q3	$229K	Hold	382	–	–	0.04%	71
2025 Q2	$210K	Buy	382 +65	+21%	+$32.3K	0.04%	65
2025 Q1	$148K	Buy	+317	New	+$161K	0.03%	73
2024 Q4	–	Sell	-289	Closed	-$141K	–	281
2024 Q3	$141K	Sell	289 -17	-6%	-$8.04K	0.03%	59
2024 Q2	$146K	Buy	306 +17	+6%	+$7.65K	0.04%	61
2024 Q1	$128K	Buy	289 +251	+661%	+$108K	0.03%	65
2023 Q4	$15.4K	Buy	38 +1	+3%	+$380	0.01%	137
2023 Q3	$13.4K	Hold	37	–	–	﹤0.01%	141
2023 Q2	$13.8K	Hold	37	–	–	0.01%	139
2023 Q1	$12K	Buy	+37	New	+$10.9K	﹤0.01%	146
2019 Q2	–	Sell	-125	Closed	-$22K	–	159
2019 Q1	$22K	Buy	+125	New	+$21.2K	0.01%	133

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stone House Investment Management's QQQ Position: Q1 2026 in Review

Stone House Investment Management reduced its Invesco QQQ Trust (QQQ) stake by 13% in Q1 2026, selling an estimated $31K and leaving 333 shares worth $192K. The position accounts for 0.03% of the portfolio, ranked #81.

Stone House Investment Management first reported a position in QQQ in Q1 2019 and has held it in 13 quarters since. The position peaked at $236K in Q4 2025. 3,827 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Stone House Investment Management held 333 shares of Invesco QQQ Trust worth $192K as of Q1 2026.
Stone House Investment Management sold 51 Invesco QQQ Trust shares in Q1 2026, an estimated $31K.
Invesco QQQ Trust made up 0.03% of Stone House Investment Management's portfolio in Q1 2026, its #81 holding.
Stone House Investment Management first reported a position in Invesco QQQ Trust in Q1 2019 and has held it in 13 quarters since.
Stone House Investment Management's Invesco QQQ Trust position peaked at $236K in Q4 2025.
3,827 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.