Sageworth Trust Co QQQ POWERSHARES QQQ TRUST

Ownership history in Sageworth Trust Co  ·  24 quarters on record

AI Ownership Summary

Sageworth Trust Co reported POWERSHARES QQQ TRUST (QQQ) in 24 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.09% in 2026 Q1. The latest visible filing shows QQQ at 0.09% 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 Sageworth Trust Co's position in POWERSHARES QQQ TRUST, 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 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2026 Q1

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

Time in book
Holding Window
2024 Q2 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 Sageworth Trust Co 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 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 3,586 +795 +28.5% 0.09% $2.1M 2026-04-29 $661.57
2025 Q4 ADDED 2,791 +1,757 +169.9% 0.07% $1.7M 2026-02-03 $615.74
2025 Q3 UNCHANGED 1,034 0% 0.03% $621K 2025-11-07 $608.19
2025 Q2 UNCHANGED 1,034 0% 0.03% $570K 2025-07-21 $562.08
2025 Q1 UNCHANGED 1,034 0% 0.03% $485K 2025-04-28 $470.13
2024 Q4 REDUCED 1,034 -7 -0.7% 0.03% $529K 2025-01-28 $518.52
2024 Q3 ADDED 1,041 +7 +0.7% 0.03% $508K 2024-10-24 $488.43
2024 Q2 REDUCED 83.5% +2.0% 1,034 -5,222 -83.5% 0.03% $495K 2024-07-16 $491.73
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sageworth Trust Co and QQQ

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

How long has Sageworth Trust Co reported owning QQQ?

Sageworth Trust Co reported QQQ across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported QQQ position in Sageworth Trust Co's portfolio?

The largest reported portfolio weight for QQQ was 0.09% in 2026 Q1.

What is the latest reported QQQ position on this page?

The most recent filing on this page is 2026 Q1, when Sageworth Trust Co reported 3,586 shares, equal to 0.09% of portfolio, with an estimated market value of $2.1M.

What does the chart on this QQQ ownership page compare?

The chart compares Sageworth Trust Co'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 Sageworth Trust Co time their QQQ position?

Based on 13F filing dates vs. subsequent QQQ price moves, Sageworth Trust Co correctly timed 11 out of 14 reported position changes (79%). The annualised alpha on QQQ relative to SPY over the holding period was +10.5%.

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