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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
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 $1.66T 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

Vise Technologies's QQQ Position: Q1 2026 in Review

Vise Technologies held its Invesco QQQ Trust (QQQ) position steady in Q1 2026 at 23,834 shares worth $14.6M. The position accounts for 0.29% of the portfolio, ranked #65.

Vise Technologies first reported a position in QQQ in Q4 2021 and has held it in 14 quarters since. 3,824 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Vise Technologies held 23,834 shares of Invesco QQQ Trust worth $14.6M as of Q1 2026.
  • Vise Technologies left its Invesco QQQ Trust share count unchanged in Q1 2026.
  • Invesco QQQ Trust made up 0.29% of Vise Technologies's portfolio in Q1 2026, its #65 holding.
  • Vise Technologies first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 14 quarters since.
  • 3,824 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.