FIRST UNITED BANK & TRUST QQQ UIT NASDAQ 100 TR 1

Ownership history in FIRST UNITED BANK & TRUST  ·  87 quarters on record

AI Ownership Summary

FIRST UNITED BANK & TRUST reported UIT NASDAQ 100 TR 1 (QQQ) in 87 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 6.92% in 2024 Q2. The latest visible filing shows QQQ at 6.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this QQQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIRST UNITED BANK & TRUST's position in UIT NASDAQ 100 TR 1, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

QQQ was reported at 6.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.92% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FIRST UNITED BANK & TRUST held QQQ — position size vs. price
% of Fund (quarterly)    QQQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 33,016 -2,213 -6.3% 6.19% $19.1M 2026-04-21 $644.33
2025 Q4 ADDED 35,229 +167 +0.5% 6.91% $21.6M 2026-01-21 $615.50
2025 Q3 ADDED 35,062 +306 +0.9% 6.83% $21.1M 2025-10-27 $626.49
2025 Q2 ADDED 34,756 +924 +2.7% 6.68% $19.2M 2025-07-18 $559.18
2025 Q1 REDUCED 7.5% +17.8% 33,832 -2,743 -7.5% 5.93% $15.9M 2025-04-15 $455.78
2024 Q4 REDUCED 36,575 -1,232 -3.3% 6.79% $18.7M 2025-01-16 $509.85
2024 Q3 REDUCED 37,807 -1,026 -2.6% 6.63% $18.5M 2024-10-15 $486.97
2024 Q2 REDUCED 38,833 -600 -1.5% 6.92% $18.6M 2024-08-12 $447.19
2024 Q1 ADDED 39,433 +398 +1.0% 6.48% $17.5M 2024-04-29 $428.05
78 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FIRST UNITED BANK & TRUST and QQQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has FIRST UNITED BANK & TRUST reported owning QQQ?

FIRST UNITED BANK & TRUST reported QQQ across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported QQQ position in FIRST UNITED BANK & TRUST's portfolio?

The largest reported portfolio weight for QQQ was 6.92% in 2024 Q2.

What is the latest reported QQQ position on this page?

The most recent filing on this page is 2026 Q1, when FIRST UNITED BANK & TRUST reported 33,016 shares, equal to 6.19% of portfolio, with an estimated market value of $19.1M.

What does the chart on this QQQ ownership page compare?

The chart compares FIRST UNITED BANK & TRUST's quarterly QQQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FIRST UNITED BANK & TRUST time their QQQ position?

Based on 13F filing dates vs. subsequent QQQ price moves, FIRST UNITED BANK & TRUST correctly timed 38 out of 77 reported position changes (49%). The annualised alpha on QQQ relative to SPY over the holding period was +4.0%.

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