Suncoast Equity Management’s Invesco QQQ Trust QQQ Stock Holding History

Suncoast Equity 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 Q2	–	Sell	-778	Closed	-$449K	–	89
2026 Q1	$449K	Buy	778 +19	+3%	+$11.5K	0.05%	70
2025 Q4	$466K	Buy	759 +1	+0.1%	+$614	0.05%	69
2025 Q3	$455K	Sell	758 -23	-3%	-$13.2K	0.05%	67
2025 Q2	$431K	Buy	781 +41	+6%	+$20.4K	0.04%	65
2025 Q1	$347K	Hold	740	–	–	0.04%	67
2024 Q4	$378K	Buy	740 +245	+49%	+$124K	0.04%	64
2024 Q3	$242K	Hold	495	–	–	0.03%	67
2024 Q2	$237K	Sell	495 -62	-11%	-$27.9K	0.03%	65
2024 Q1	$247K	Buy	+557	New	+$239K	0.03%	65
2023 Q4	–	Sell	-665	Closed	-$238K	–	77
2023 Q3	$238K	Buy	+665	New	+$247K	0.04%	68

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Suncoast Equity Management's QQQ Position: Q2 2026 in Review

Suncoast Equity Management sold out of Invesco QQQ Trust (QQQ) in Q2 2026, closing a stake of 778 shares — an estimated $449K sold.

Suncoast Equity Management first reported a position in QQQ in Q3 2023 and held it in 10 quarters. The position peaked at $466K in Q4 2025. 4,011 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Suncoast Equity Management reported no remaining Invesco QQQ Trust position as of Q2 2026 after selling out during the quarter.
Suncoast Equity Management sold 778 Invesco QQQ Trust shares in Q2 2026, an estimated $449K.
Suncoast Equity Management first reported a position in Invesco QQQ Trust in Q3 2023 and held it in 10 quarters.
Suncoast Equity Management's Invesco QQQ Trust position peaked at $466K in Q4 2025.
4,011 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Suncoast Equity Management's 13F filing for Q2 2026, filed 4 Aug 2026.