Bell Investment Advisors’s Q2 Holdings QTWO Stock Holding History

Bell Investment 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	$5.06K	Buy	107 +88	+463%	+$4.96K	﹤0.01%	953
2025 Q4	$1.37K	Hold	19	–	–	﹤0.01%	1466
2025 Q3	$1.38K	Hold	19	–	–	﹤0.01%	1462
2025 Q2	$1.78K	Hold	19	–	–	﹤0.01%	1400
2025 Q1	$1.52K	Sell	19 -5	-21%	-$441	﹤0.01%	1407
2024 Q4	$2.42K	Buy	24 +5	+26%	+$475	﹤0.01%	1256
2024 Q3	$1.52K	Hold	19	–	–	﹤0.01%	1456
2024 Q2	$1.15K	Hold	19	–	–	﹤0.01%	1571
2024 Q1	$999	Hold	19	–	–	﹤0.01%	1604
2023 Q4	$825	Hold	19	–	–	﹤0.01%	1639
2023 Q3	$614	Hold	19	–	–	﹤0.01%	1710
2023 Q2	$588	Sell	19 -20	-51%	-$524	﹤0.01%	1765
2023 Q1	$961	Sell	39 -117	-75%	-$3.48K	﹤0.01%	1592
2022 Q4	$4.19K	Buy	+156	New	+$4.36K	﹤0.01%	899
2022 Q3	–	Sell	-14	Closed	-$1K	–	1913
2022 Q2	$1K	Buy	+14	New	+$681	﹤0.01%	1559
2021 Q4	$1K	Sell	14 -21	-60%	-$1.7K	﹤0.01%	1569
2021 Q3	$3K	Buy	+35	New	+$3.21K	﹤0.01%	963

Other funds holding QTWO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return