Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Q2 Holdings QTWO Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.71M Buy
36,144
+26,285
+267% +$1.48M ﹤0.01% 1267
2025
Q4 		$711K Buy
9,859
+7,991
+428% +$549K ﹤0.01% 1703
2025
Q3 		$135K Sell
1,868
-49
-3% -$4.03K ﹤0.01% 2749
2025
Q2 		$179K Buy
1,917
+289
+18% +$24.4K ﹤0.01% 2273
2025
Q1 		$130K Buy
1,628
+94
+6% +$8.29K ﹤0.01% 2213
2024
Q4 		$154K Buy
1,534
+92
+6% +$8.74K ﹤0.01% 2003
2024
Q3 		$115K Buy
1,442
+961
+200% +$67.8K ﹤0.01% 2118
2024
Q2 		$29K Buy
481
+169
+54% +$9.71K ﹤0.01% 2869
2024
Q1 		$16K Buy
312
+91
+41% +$4.11K ﹤0.01% 3053
2023
Q4 		$10K Buy
221
+27
+14% +$959 ﹤0.01% 3199
2023
Q3 		$6K Buy
194
+3
+2% +$99 ﹤0.01% 3397
2023
Q2 		$6K Sell
191
-678
-78% -$17.8K ﹤0.01% 3371
2023
Q1 		$21K Sell
869
-42
-5% -$1.25K ﹤0.01% 2479
2022
Q4 		$24K Buy
911
+697
+326% +$19.5K ﹤0.01% 2245
2022
Q3 		$7K Sell
214
-25
-10% -$1.02K ﹤0.01% 2915
2022
Q2 		$9K Buy
239
+196
+456% +$9.53K ﹤0.01% 2662
2022
Q1 		$3K Sell
43
-4
-9% -$256 ﹤0.01% 3068
2021
Q4 		$4K Buy
+47
New +$3.79K ﹤0.01% 2871

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
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

Carson Wealth (CWM LLC)'s QTWO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Q2 Holdings (QTWO) stake by 267% in Q1 2026, buying an estimated $1.48M and bringing the position to 36,144 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

Carson Wealth (CWM LLC) first reported a position in QTWO in Q4 2021 and has held it in 18 quarters since. 350 funds tracked by Wall St. Rank hold QTWO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 36,144 shares of Q2 Holdings worth $1.71M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 26,285 Q2 Holdings shares in Q1 2026, an estimated $1.48M.
  • Q2 Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1267 holding.
  • Carson Wealth (CWM LLC) first reported a position in Q2 Holdings in Q4 2021 and has held it in 18 quarters since.
  • 350 funds tracked by Wall St. Rank held Q2 Holdings as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.