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 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 $1.66T 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

Suncoast Equity Management's QQQ Position: Q1 2026 in Review

Suncoast Equity Management increased its Invesco QQQ Trust (QQQ) stake by 2.5% in Q1 2026, buying an estimated $11.5K and bringing the position to 778 shares worth $449K. The position accounts for 0.05% of the portfolio, ranked #70.

Suncoast Equity Management first reported a position in QQQ in Q3 2023 and has held it in 10 quarters since. The position peaked at $466K in Q4 2025. 3,826 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Suncoast Equity Management held 778 shares of Invesco QQQ Trust worth $449K as of Q1 2026.
Suncoast Equity Management bought 19 Invesco QQQ Trust shares in Q1 2026, an estimated $11.5K.
Invesco QQQ Trust made up 0.05% of Suncoast Equity Management's portfolio in Q1 2026, its #70 holding.
Suncoast Equity Management first reported a position in Invesco QQQ Trust in Q3 2023 and has held it in 10 quarters since.
Suncoast Equity Management's Invesco QQQ Trust position peaked at $466K in Q4 2025.
3,826 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Suncoast Equity Management's 13F filing for Q1 2026, filed 8 May 2026.