AWM
QTWO icon

Accel Wealth Management’s Q2 Holdings QTWO Stock Holding History

Accel 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
Q3 		– Sell
-2,435
Closed -$228K – 286
2025
Q2 		$228K Sell
2,435
-1,590
-40% -$134K 0.08% 230
2025
Q1 		$322K Hold
4,025
– – 0.12% 181
2024
Q4 		$405K Hold
4,025
– – 0.15% 149
2024
Q3 		$321K Sell
4,025
-160
-4% -$11.3K 0.12% 180
2024
Q2 		$252K Hold
4,185
– – 0.1% 189
2024
Q1 		$220K Buy
+4,185
New +$189K 0.09% 201
2023
Q2 		– Sell
-2,975
Closed -$73.2K – 686
2023
Q1 		$73.2K Buy
2,975
+975
+49% +$29K 0.03% 393
2022
Q4 		$53.7K Buy
+2,000
New +$55.9K 0.03% 347

Other funds holding QTWO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return