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Alta Wealth Advisors’s Q2 Holdings QTWO Stock Holding History

Alta Wealth Advisors’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
Q1 		– Sell
-3,580
Closed -$258K – 180
2025
Q4 		$258K Buy
+3,580
New +$246K 0.09% 140

Other funds holding QTWO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.48B AUM 29.32% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Alta Wealth Advisors's QTWO Position: Q1 2026 in Review

Alta Wealth Advisors sold out of Q2 Holdings (QTWO) in Q1 2026, closing a stake of 3,580 shares — an estimated $258K sold.

Alta Wealth Advisors first reported a position in QTWO in Q4 2025 and held it in 1 quarter. The position peaked at $258K in Q4 2025. 350 funds tracked by Wall St. Rank hold QTWO as of Q1 2026.

  • Alta Wealth Advisors reported no remaining Q2 Holdings position as of Q1 2026 after selling out during the quarter.
  • Alta Wealth Advisors sold 3,580 Q2 Holdings shares in Q1 2026, an estimated $258K.
  • Alta Wealth Advisors first reported a position in Q2 Holdings in Q4 2025 and held it in 1 quarter.
  • Alta Wealth Advisors's Q2 Holdings position peaked at $258K in Q4 2025.
  • 350 funds tracked by Wall St. Rank held Q2 Holdings as of Q1 2026.

Based on Alta Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.