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UP Strategic Wealth Investment Advisors’s Qualcomm QCOM Stock Holding History

UP Strategic Wealth Investment Advisors’s Portfolio QCOM Stock Details QCOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,417
Closed -$231K – 95
2025
Q3 		$231K Sell
1,417
-331
-19% -$52.5K 0.17% 78
2025
Q2 		$278K Buy
1,748
+273
+19% +$40.2K 0.22% 67
2025
Q1 		$227K Buy
1,475
+20
+1% +$3.26K 0.2% 77
2024
Q4 		$224K Buy
+1,455
New +$238K 0.22% 72

Other funds holding QCOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's QCOM Position: Q4 2025 in Review

UP Strategic Wealth Investment Advisors sold out of Qualcomm (QCOM) in Q4 2025, closing a stake of 1,417 shares — an estimated $231K sold.

UP Strategic Wealth Investment Advisors first reported a position in QCOM in Q4 2024 and held it in 4 quarters. The position peaked at $278K in Q2 2025. 2,975 funds tracked by Wall St. Rank hold QCOM as of Q4 2025.

  • UP Strategic Wealth Investment Advisors reported no remaining Qualcomm position as of Q4 2025 after selling out during the quarter.
  • UP Strategic Wealth Investment Advisors sold 1,417 Qualcomm shares in Q4 2025, an estimated $231K.
  • UP Strategic Wealth Investment Advisors first reported a position in Qualcomm in Q4 2024 and held it in 4 quarters.
  • UP Strategic Wealth Investment Advisors's Qualcomm position peaked at $278K in Q2 2025.
  • 2,975 funds tracked by Wall St. Rank held Qualcomm as of Q4 2025.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.