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Cassaday & Co Wealth Management’s Q2 Holdings QTWO Stock Holding History

Cassaday & Co Wealth Management’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 		$1.35K Sell
28
-123
-81% -$5.84K ﹤0.01% 1058
2026
Q1 		$7.14K Buy
+151
New +$8.51K ﹤0.01% 927

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

Cassaday & Co Wealth Management's QTWO Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Q2 Holdings (QTWO) stake by 81% in Q2 2026, selling an estimated $5.84K and leaving 28 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Cassaday & Co Wealth Management first reported a position in QTWO in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.14K in Q1 2026. 328 funds tracked by Wall St. Rank hold QTWO as of Q2 2026.

  • Cassaday & Co Wealth Management held 28 shares of Q2 Holdings worth $1.35K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 123 Q2 Holdings shares in Q2 2026, an estimated $5.84K.
  • Q2 Holdings made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1058 holding.
  • Cassaday & Co Wealth Management first reported a position in Q2 Holdings in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Q2 Holdings position peaked at $7.14K in Q1 2026.
  • 328 funds tracked by Wall St. Rank held Q2 Holdings as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.