AWM
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Abound Wealth Management’s Q2 Holdings QTWO Stock Holding History

Abound 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
2026
Q2 		$97 Hold
2
– – ﹤0.01% 1290
2026
Q1 		$95 Hold
2
– – ﹤0.01% 1426
2025
Q4 		$145 Buy
+2
New +$137 ﹤0.01% 1300

Other funds holding QTWO

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Abound Wealth Management's QTWO Position: Q2 2026 in Review

Abound Wealth Management held its Q2 Holdings (QTWO) position steady in Q2 2026 at 2 shares worth $97. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

Abound Wealth Management first reported a position in QTWO in Q4 2025 and has held it in 3 quarters since. The position peaked at $145 in Q4 2025. 25 funds tracked by Wall St. Rank hold QTWO as of Q2 2026.

  • Abound Wealth Management held 2 shares of Q2 Holdings worth $97 as of Q2 2026.
  • Abound Wealth Management left its Q2 Holdings share count unchanged in Q2 2026.
  • Q2 Holdings made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1290 holding.
  • Abound Wealth Management first reported a position in Q2 Holdings in Q4 2025 and has held it in 3 quarters since.
  • Abound Wealth Management's Q2 Holdings position peaked at $145 in Q4 2025.
  • 25 funds tracked by Wall St. Rank held Q2 Holdings as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.