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Univest Financial’s Invesco QQQ Trust QQQ Stock Holding History

Univest Financial’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 		$1.89M Sell
3,275
-545
-14% -$331K 0.11% 122
2025
Q4 		$2.35M Buy
3,820
+947
+33% +$581K 0.12% 121
2025
Q3 		$1.73M Buy
2,873
+593
+26% +$340K 0.1% 124
2025
Q2 		$1.26M Hold
2,280
– – 0.08% 142
2025
Q1 		$1.07M Sell
2,280
-228
-9% -$116K 0.07% 152
2024
Q4 		$1.28M Sell
2,508
-76
-3% -$38.4K 0.08% 143
2024
Q3 		$1.26M Buy
+2,584
New +$1.22M 0.08% 137

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Univest Financial's QQQ Position: Q1 2026 in Review

Univest Financial reduced its Invesco QQQ Trust (QQQ) stake by 14% in Q1 2026, selling an estimated $331K and leaving 3,275 shares worth $1.89M. The position accounts for 0.11% of the portfolio, ranked #122.

Univest Financial first reported a position in QQQ in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.35M in Q4 2025. 3,824 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Univest Financial held 3,275 shares of Invesco QQQ Trust worth $1.89M as of Q1 2026.
  • Univest Financial sold 545 Invesco QQQ Trust shares in Q1 2026, an estimated $331K.
  • Invesco QQQ Trust made up 0.11% of Univest Financial's portfolio in Q1 2026, its #122 holding.
  • Univest Financial first reported a position in Invesco QQQ Trust in Q3 2024 and has held it in 7 quarters since.
  • Univest Financial's Invesco QQQ Trust position peaked at $2.35M in Q4 2025.
  • 3,824 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.