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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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $33.3B AUM 44.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Accel Wealth Management's QTWO Position: Q3 2025 in Review

Accel Wealth Management sold out of Q2 Holdings (QTWO) in Q3 2025, closing a stake of 2,435 shares — an estimated $228K sold.

Accel Wealth Management first reported a position in QTWO in Q4 2022 and held it in 8 quarters. The position peaked at $405K in Q4 2024. 328 funds tracked by Wall St. Rank hold QTWO as of Q3 2025.

  • Accel Wealth Management reported no remaining Q2 Holdings position as of Q3 2025 after selling out during the quarter.
  • Accel Wealth Management sold 2,435 Q2 Holdings shares in Q3 2025, an estimated $228K.
  • Accel Wealth Management first reported a position in Q2 Holdings in Q4 2022 and held it in 8 quarters.
  • Accel Wealth Management's Q2 Holdings position peaked at $405K in Q4 2024.
  • 328 funds tracked by Wall St. Rank held Q2 Holdings as of Q3 2025.

Based on Accel Wealth Management's 13F filing for Q3 2025, filed 8 Oct 2025.