Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Invesco QQQ Trust QQQ Stock Holding History

Sumitomo Mitsui Trust 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
2026
Q2 		$60M Buy
81,507
+65,016
+394% +$44.7M 0.03% 409
2026
Q1 		$9.52M Buy
+16,491
New +$10M 0.01% 674
2025
Q4 		– Sell
-48,028
Closed -$28.8M – 1086
2025
Q3 		$28.8M Sell
48,028
-371,323
-89% -$213M 0.02% 597
2025
Q2 		$231M Sell
419,351
-35,226
-8% -$17.5M 0.14% 147
2025
Q1 		$213M Buy
454,577
+12,045
+3% +$6.12M 0.15% 137
2024
Q4 		$226M Buy
442,532
+39,638
+10% +$20M 0.15% 131
2024
Q3 		$197M Sell
402,894
-153,086
-28% -$72.4M 0.14% 154
2024
Q2 		$266M Sell
555,980
-104,876
-16% -$47.2M 0.2% 102
2024
Q1 		$293M Buy
660,856
+51,643
+8% +$22.1M 0.2% 107
2023
Q4 		$249M Buy
609,213
+91,244
+18% +$34.6M 0.18% 121
2023
Q3 		$186M Buy
517,969
+587
+0.1% +$218K 0.15% 137
2023
Q2 		$191M Buy
+517,382
New +$174M 0.15% 146
2021
Q2 		– Sell
-3,700
Closed -$1.18M – 1203
2021
Q1 		$1.18M Buy
+3,700
New +$1.18M ﹤0.01% 992
2020
Q4 		– Sell
-13,400
Closed -$3.72M – 1152
2020
Q3 		$3.72M Buy
+13,400
New +$3.63M ﹤0.01% 839
2014
Q4 		– Sell
-10,521
Closed -$1.04M – 891
2014
Q3 		$1.04M Buy
10,521
+5,724
+119% +$558K ﹤0.01% 760
2014
Q2 		$450K Buy
4,797
+2,487
+108% +$222K ﹤0.01% 754
2014
Q1 		$203K Sell
2,310
-4,809
-68% -$425K ﹤0.01% 776
2013
Q4 		$622K Sell
7,119
-19,907
-74% -$1.66M ﹤0.01% 730
2013
Q3 		$2.13M Sell
27,026
-6,448
-19% -$491K ﹤0.01% 647
2013
Q2 		$2.39M Buy
+33,474
New +$2.39M 0.01% 641

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

Sumitomo Mitsui Trust Group's QQQ Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group increased its Invesco QQQ Trust (QQQ) stake by 394% in Q2 2026, buying an estimated $44.7M and bringing the position to 81,507 shares worth $60M. The position accounts for 0.03% of the portfolio, ranked #409.

Sumitomo Mitsui Trust Group first reported a position in QQQ in Q2 2013 and has held it in 20 quarters since. The position peaked at $293M in Q1 2024. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 81,507 shares of Invesco QQQ Trust worth $60M as of Q2 2026.
  • Sumitomo Mitsui Trust Group bought 65,016 Invesco QQQ Trust shares in Q2 2026, an estimated $44.7M.
  • Invesco QQQ Trust made up 0.03% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #409 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Invesco QQQ Trust in Q2 2013 and has held it in 20 quarters since.
  • Sumitomo Mitsui Trust Group's Invesco QQQ Trust position peaked at $293M in Q1 2024.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.