49 Wealth Management’s Q2 Holdings QTWO Stock Holding History

49 Wealth Management’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
2025 Q2	–	Sell	-3,221	Closed	-$258K	–	192
2025 Q1	$258K	Hold	3,221	–	–	0.03%	151
2024 Q4	$324K	Hold	3,221	–	–	0.05%	114
2024 Q3	$257K	Sell	3,221 -384	-11%	-$27.1K	0.04%	137
2024 Q2	$217K	Buy	+3,605	New	+$207K	0.04%	135

Other funds holding QTWO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

49 Wealth Management's QTWO Position: Q2 2025 in Review

49 Wealth Management sold out of Q2 Holdings (QTWO) in Q2 2025, closing a stake of 3,221 shares — an estimated $258K sold.

49 Wealth Management first reported a position in QTWO in Q2 2024 and held it in 4 quarters. The position peaked at $324K in Q4 2024. 328 funds tracked by Wall St. Rank hold QTWO as of Q2 2025.

49 Wealth Management reported no remaining Q2 Holdings position as of Q2 2025 after selling out during the quarter.
49 Wealth Management sold 3,221 Q2 Holdings shares in Q2 2025, an estimated $258K.
49 Wealth Management first reported a position in Q2 Holdings in Q2 2024 and held it in 4 quarters.
49 Wealth Management's Q2 Holdings position peaked at $324K in Q4 2024.
328 funds tracked by Wall St. Rank held Q2 Holdings as of Q2 2025.

Based on 49 Wealth Management's 13F filing for Q2 2025, filed 7 Aug 2025.