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Carolinas Wealth Consulting’s Q2 Holdings QTWO Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-24
Closed -$1.9K – 727
2025
Q1 		$1.9K Hold
24
– – ﹤0.01% 812
2024
Q4 		$2.4K Buy
24
+4
+20% +$380 ﹤0.01% 787
2024
Q3 		$1.53K Hold
20
– – ﹤0.01% 857
2024
Q2 		$1.16K Buy
20
+6
+43% +$345 ﹤0.01% 887
2024
Q1 		$749 Buy
+14
New +$633 ﹤0.01% 938
2020
Q4 		– Sell
-20
Closed -$2K – 1002
2020
Q3 		$2K Buy
+20
New +$1.87K ﹤0.01% 733

Other funds holding QTWO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $30.3B AUM 33.75% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Carolinas Wealth Consulting's QTWO Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Q2 Holdings (QTWO) in Q2 2025, closing a stake of 24 shares — an estimated $1.9K sold.

Carolinas Wealth Consulting first reported a position in QTWO in Q3 2020 and held it in 6 quarters. The position peaked at $2.4K in Q4 2024. 328 funds tracked by Wall St. Rank hold QTWO as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Q2 Holdings position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 24 Q2 Holdings shares in Q2 2025, an estimated $1.9K.
  • Carolinas Wealth Consulting first reported a position in Q2 Holdings in Q3 2020 and held it in 6 quarters.
  • Carolinas Wealth Consulting's Q2 Holdings position peaked at $2.4K in Q4 2024.
  • 328 funds tracked by Wall St. Rank held Q2 Holdings as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.