Vontobel Holding
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Vontobel Holding’s Invesco QQQ Trust QQQ Stock Holding History

Vontobel Holding’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 		– Sell
-3,000
Closed -$1.84M – 1436
2025
Q4 		$1.84M Hold
3,000
– – 0.01% 602
2025
Q3 		$1.8M Buy
3,000
+2,000
+200% +$1.15M 0.01% 579
2025
Q2 		$552K Buy
+1,000
New +$497K ﹤0.01% 869
2021
Q1 		– Sell
-2,200
Closed -$690K – 1071
2020
Q4 		$690K Buy
+2,200
New +$646K ﹤0.01% 594

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

Vontobel Holding's QQQ Position: Q1 2026 in Review

Vontobel Holding increased its Invesco QQQ Trust (QQQ) stake by 0.5% in Q1 2026, buying an estimated $120K and bringing the position to 39,502 shares worth $22.8M. The position accounts for 0.08% of the portfolio, ranked #193.

Vontobel Holding first reported a position in QQQ in Q4 2020 and has held it in 22 quarters since. The position peaked at $84.6M in Q4 2020. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Vontobel Holding held 39,502 shares of Invesco QQQ Trust worth $22.8M as of Q1 2026.
  • Vontobel Holding bought 197 Invesco QQQ Trust shares in Q1 2026, an estimated $120K.
  • Invesco QQQ Trust made up 0.08% of Vontobel Holding's portfolio in Q1 2026, its #193 holding.
  • Vontobel Holding first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 22 quarters since.
  • Vontobel Holding's Invesco QQQ Trust position peaked at $84.6M in Q4 2020.
  • 3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.