CAPTRUST Financial Advisors
QTWO icon

CAPTRUST Financial Advisors’s Q2 Holdings QTWO Stock Holding History

CAPTRUST Financial 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
Q2 		$1.49M Buy
30,875
+21,814
+241% +$1.04M ﹤0.01% 1512
2026
Q1 		$429K Buy
9,061
+1,572
+21% +$88.6K ﹤0.01% 2137
2025
Q4 		$540K Buy
7,489
+2,741
+58% +$188K ﹤0.01% 1857
2025
Q3 		$344K Buy
4,748
+2,372
+100% +$195K ﹤0.01% 2084
2025
Q2 		$222K Buy
+2,376
New +$200K ﹤0.01% 2228
2025
Q1 		– Sell
-3,356
Closed -$338K – 2438
2024
Q4 		$338K Sell
3,356
-1,536
-31% -$146K ﹤0.01% 1833
2024
Q3 		$390K Buy
4,892
+820
+20% +$57.9K ﹤0.01% 1730
2024
Q2 		$246K Sell
4,072
-49
-1% -$2.81K ﹤0.01% 1923
2024
Q1 		$217K Sell
4,121
-9,804
-70% -$443K ﹤0.01% 1963
2023
Q4 		$604K Buy
+13,925
New +$495K ﹤0.01% 1609
2022
Q3 		– Sell
-1,243
Closed -$48K – 3582
2022
Q2 		$48K Buy
1,243
+979
+371% +$47.6K ﹤0.01% 2797
2022
Q1 		$16K Sell
264
-1,010
-79% -$64.7K ﹤0.01% 3539
2021
Q4 		$101K Sell
1,274
-10
-0.8% -$807 ﹤0.01% 2159
2021
Q3 		$103K Sell
1,284
-10
-0.8% -$916 ﹤0.01% 2054
2021
Q2 		$133K Buy
1,294
+935
+260% +$93.6K ﹤0.01% 1805
2021
Q1 		$36K Buy
359
+311
+648% +$38.7K ﹤0.01% 2638
2020
Q4 		$6K Sell
48
-200
-81% -$21.5K ﹤0.01% 2788
2020
Q3 		$23K Buy
248
+200
+417% +$18.7K ﹤0.01% 1911
2020
Q2 		$4K Buy
+48
New +$3.69K ﹤0.01% 2458
2019
Q4 		– Sell
-180
Closed -$14K – 1610
2019
Q3 		$14K Hold
180
– – ﹤0.01% 1402
2019
Q2 		$14K Buy
+180
New +$13K ﹤0.01% 1403
2018
Q3 		– Sell
-40
Closed -$2K – 1675
2018
Q2 		$2K Buy
+40
New +$2.18K ﹤0.01% 1414

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 $3.37T 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

CAPTRUST Financial Advisors's QTWO Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Q2 Holdings (QTWO) stake by 241% in Q2 2026, buying an estimated $1.04M and bringing the position to 30,875 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

CAPTRUST Financial Advisors first reported a position in QTWO in Q2 2018 and has held it in 22 quarters since. 328 funds tracked by Wall St. Rank hold QTWO as of Q2 2026.

  • CAPTRUST Financial Advisors held 30,875 shares of Q2 Holdings worth $1.49M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 21,814 Q2 Holdings shares in Q2 2026, an estimated $1.04M.
  • Q2 Holdings made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1512 holding.
  • CAPTRUST Financial Advisors first reported a position in Q2 Holdings in Q2 2018 and has held it in 22 quarters since.
  • 328 funds tracked by Wall St. Rank held Q2 Holdings as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.