Yelin Lapidot Holdings Management’s Invesco QQQ Trust QQQ Stock Holding History

Yelin Lapidot Holdings Management’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	$3.12M	Hold	4,238	–	–	0.59%	35
2026 Q1	$2.45M	Hold	4,238	–	–	0.51%	37
2025 Q4	$2.6M	Sell	4,238 -500	-11%	-$307K	0.52%	39
2025 Q3	$2.84M	Hold	4,738	–	–	0.6%	38
2025 Q2	$2.61M	Hold	4,738	–	–	0.48%	40
2025 Q1	$2.22M	Sell	4,738 -2,270	-32%	-$1.15M	0.43%	40
2024 Q4	$3.58M	Hold	7,008	–	–	0.62%	33
2024 Q3	$3.42M	Sell	7,008 -1,665	-19%	-$788K	0.56%	33
2024 Q2	$4.16M	Sell	8,673 -1,300	-13%	-$585K	0.73%	32
2024 Q1	$4.43M	Hold	9,973	–	–	0.91%	29
2023 Q4	$4.08M	Sell	9,973 -3,860	-28%	-$1.47M	0.99%	26
2023 Q3	$4.95M	Buy	+13,833	New	+$5.13M	1.22%	24

Other funds holding QQQ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Yelin Lapidot Holdings Management's QQQ Position: Q2 2026 in Review

Yelin Lapidot Holdings Management held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 4,238 shares worth $3.12M. The position accounts for 0.59% of the portfolio, ranked #35.

Yelin Lapidot Holdings Management first reported a position in QQQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.95M in Q3 2023. 2,139 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Yelin Lapidot Holdings Management held 4,238 shares of Invesco QQQ Trust worth $3.12M as of Q2 2026.
Yelin Lapidot Holdings Management left its Invesco QQQ Trust share count unchanged in Q2 2026.
Invesco QQQ Trust made up 0.59% of Yelin Lapidot Holdings Management's portfolio in Q2 2026, its #35 holding.
Yelin Lapidot Holdings Management first reported a position in Invesco QQQ Trust in Q3 2023 and has held it in 12 quarters since.
Yelin Lapidot Holdings Management's Invesco QQQ Trust position peaked at $4.95M in Q3 2023.
2,139 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Yelin Lapidot Holdings Management's 13F filing for Q2 2026, filed 3 Aug 2026.