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Clearstead Advisors’s Q2 Holdings QTWO Stock Holding History

Clearstead 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 		$2.26K Buy
+47
New +$2.23K ﹤0.01% 2438
2026
Q1 		– Sell
-39
Closed -$2.81K – 2722
2025
Q4 		$2.81K Buy
39
+18
+86% +$1.24K ﹤0.01% 2105
2025
Q3 		$1.52K Buy
+21
New +$1.73K ﹤0.01% 2533

Other funds holding QTWO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Clearstead Advisors's QTWO Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Q2 Holdings (QTWO) in Q2 2026: 47 shares worth $2.26K. The stake represents ﹤0.01% of the portfolio and ranks #2438 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in QTWO as recently as Q4 2025.

Clearstead Advisors first reported a position in QTWO in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.81K in Q4 2025. 146 funds tracked by Wall St. Rank hold QTWO as of Q2 2026.

  • Clearstead Advisors held 47 shares of Q2 Holdings worth $2.26K as of Q2 2026.
  • Q2 Holdings was a new Clearstead Advisors position in Q2 2026.
  • Q2 Holdings made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2438 holding.
  • Clearstead Advisors first reported a position in Q2 Holdings in Q3 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Q2 Holdings position peaked at $2.81K in Q4 2025.
  • 146 funds tracked by Wall St. Rank held Q2 Holdings as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.