1620 Investment Advisors’s Q2 Holdings QTWO Stock Holding History

1620 Investment Advisors’s Portfolio QTWO Stock Details QTWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$162K	Buy	3,366 +697	+26%	+$33.1K	0.1%	202
2026 Q1	$126K	Buy	2,669 +1,290	+94%	+$72.7K	0.09%	208
2025 Q4	$99.5K	Buy	1,379 +30	+2%	+$2.06K	0.07%	233
2025 Q3	$97.7K	Sell	1,349 -20	-1%	-$1.64K	0.07%	238
2025 Q2	$128K	Buy	1,369 +32	+2%	+$2.7K	0.09%	194
2025 Q1	$107K	Sell	1,337 -28	-2%	-$2.47K	0.08%	205
2024 Q4	$137K	Buy	+1,365	New	+$130K	0.1%	181

Other funds holding QTWO

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return