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Advocate Investing Services’s Q2 Holdings QTWO Stock Holding History

Advocate Investing Services’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 		– Sell
-18
Closed -$851 – 480
2026
Q1 		$851 Hold
18
– – ﹤0.01% 404
2025
Q4 		$1.3K Buy
+18
New +$1.24K ﹤0.01% 372

Other funds holding QTWO

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Vanguard Portfolio Management
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.48B AUM 29.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Advocate Investing Services's QTWO Position: Q2 2026 in Review

Advocate Investing Services sold out of Q2 Holdings (QTWO) in Q2 2026, closing a stake of 18 shares — an estimated $851 sold.

Advocate Investing Services first reported a position in QTWO in Q4 2025 and held it in 2 quarters. The position peaked at $1.3K in Q4 2025. 328 funds tracked by Wall St. Rank hold QTWO as of Q2 2026.

  • Advocate Investing Services reported no remaining Q2 Holdings position as of Q2 2026 after selling out during the quarter.
  • Advocate Investing Services sold 18 Q2 Holdings shares in Q2 2026, an estimated $851.
  • Advocate Investing Services first reported a position in Q2 Holdings in Q4 2025 and held it in 2 quarters.
  • Advocate Investing Services's Q2 Holdings position peaked at $1.3K in Q4 2025.
  • 328 funds tracked by Wall St. Rank held Q2 Holdings as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.