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Westmount Partners’s Invesco QQQ Trust QQQ Stock Holding History

Westmount Partners’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 		$5.99M Sell
8,128
-1,283
-14% -$883K 1.31% 15
2026
Q1 		$5.43M Buy
9,411
+1,492
+19% +$906K 1.34% 15
2025
Q4 		$4.86M Sell
7,919
-86
-1% -$52.8K 1.21% 17
2025
Q3 		$4.83M Sell
8,005
-394
-5% -$226K 1.25% 19
2025
Q2 		$4.63M Buy
8,399
+93
+1% +$46.3K 1.27% 16
2025
Q1 		$3.89M Buy
8,306
+64
+0.8% +$32.5K 1.19% 17
2024
Q4 		$4.21M Buy
8,242
+167
+2% +$84.5K 1.28% 17
2024
Q3 		$3.94M Sell
8,075
-320
-4% -$151K 1.19% 18
2024
Q2 		$4.05M Buy
8,395
+10
+0.1% +$4.5K 1.34% 14
2024
Q1 		$3.72M Buy
8,385
+269
+3% +$115K 1.34% 17
2023
Q4 		$3.32M Sell
8,116
-61
-0.7% -$23.2K 1.36% 13
2023
Q3 		$2.93M Buy
8,177
+442
+6% +$164K 1.29% 15
2023
Q2 		$2.86M Sell
7,735
-143
-2% -$48.1K 1.24% 17
2023
Q1 		$2.53M Buy
7,878
+73
+0.9% +$21.5K 1.17% 19
2022
Q4 		$2.08M Buy
+7,805
New +$2.16M 1.08% 20

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

Westmount Partners's QQQ Position: Q2 2026 in Review

Westmount Partners reduced its Invesco QQQ Trust (QQQ) stake by 14% in Q2 2026, selling an estimated $883K and leaving 8,128 shares worth $5.99M. The position accounts for 1.31% of the portfolio, ranked #15.

Westmount Partners first reported a position in QQQ in Q4 2022 and has held it in 15 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Westmount Partners held 8,128 shares of Invesco QQQ Trust worth $5.99M as of Q2 2026.
  • Westmount Partners sold 1,283 Invesco QQQ Trust shares in Q2 2026, an estimated $883K.
  • Invesco QQQ Trust made up 1.31% of Westmount Partners's portfolio in Q2 2026, its #15 holding.
  • Westmount Partners first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 15 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.