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Castleview Partners’s Q2 Holdings QTWO Stock Holding History

Castleview Partners’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
Q3 		– Sell
-3,707
Closed -$347K – 194
2025
Q2 		$347K Buy
+3,707
New +$313K 0.22% 111

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WA
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CCA
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NRCM
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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

Castleview Partners's QTWO Position: Q3 2025 in Review

Castleview Partners sold out of Q2 Holdings (QTWO) in Q3 2025, closing a stake of 3,707 shares — an estimated $347K sold.

Castleview Partners first reported a position in QTWO in Q2 2025 and held it in 1 quarter. The position peaked at $347K in Q2 2025. 328 funds tracked by Wall St. Rank hold QTWO as of Q3 2025.

  • Castleview Partners reported no remaining Q2 Holdings position as of Q3 2025 after selling out during the quarter.
  • Castleview Partners sold 3,707 Q2 Holdings shares in Q3 2025, an estimated $347K.
  • Castleview Partners first reported a position in Q2 Holdings in Q2 2025 and held it in 1 quarter.
  • Castleview Partners's Q2 Holdings position peaked at $347K in Q2 2025.
  • 328 funds tracked by Wall St. Rank held Q2 Holdings as of Q3 2025.

Based on Castleview Partners's 13F filing for Q3 2025, filed 10 Oct 2025.