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Vise Technologies’s Invesco QQQ Trust QQQ Stock Holding History

Vise Technologies’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
-23,834
Closed -$14.6M – 1930
2026
Q1 		$14.6M Hold
23,834
– – 0.29% 65
2025
Q4 		$14.6M Buy
23,834
+15,193
+176% +$9.32M 0.29% 65
2025
Q3 		$5.19M Buy
8,641
+2,660
+44% +$1.52M 0.19% 107
2025
Q2 		$3.3M Buy
+5,981
New +$2.97M 0.14% 162
2024
Q4 		$1.41M Buy
2,766
+1,638
+145% +$828K 0.12% 183
2024
Q3 		$550K Sell
1,128
-1,076
-49% -$509K 0.07% 268
2024
Q2 		$1.06M Buy
2,204
+979
+80% +$440K 0.19% 112
2024
Q1 		$544K Buy
1,225
+402
+49% +$172K 0.11% 190
2023
Q4 		$337K Buy
823
+101
+14% +$38.3K 0.07% 251
2023
Q3 		$259K Buy
722
+2
+0.3% +$742 0.06% 271
2023
Q2 		$266K Buy
720
+88
+14% +$29.6K 0.06% 268
2023
Q1 		$203K Buy
+632
New +$186K 0.05% 323
2022
Q2 		– Sell
-2,378
Closed -$862K – 315
2022
Q1 		$862K Buy
2,378
+113
+5% +$40.1K 0.32% 79
2021
Q4 		$901K Buy
+2,265
New +$874K 0.24% 67

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

Vise Technologies's QQQ Position: Q2 2026 in Review

Vise Technologies sold out of Invesco QQQ Trust (QQQ) in Q2 2026, closing a stake of 23,834 shares — an estimated $14.6M sold.

Vise Technologies first reported a position in QQQ in Q4 2021 and held it in 14 quarters. The position peaked at $14.6M in Q1 2026. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Vise Technologies reported no remaining Invesco QQQ Trust position as of Q2 2026 after selling out during the quarter.
  • Vise Technologies sold 23,834 Invesco QQQ Trust shares in Q2 2026, an estimated $14.6M.
  • Vise Technologies first reported a position in Invesco QQQ Trust in Q4 2021 and held it in 14 quarters.
  • Vise Technologies's Invesco QQQ Trust position peaked at $14.6M in Q1 2026.
  • 4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.