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Congress Wealth Management’s Q2 Holdings QTWO Stock Holding History

Congress 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
2025
Q1 		– Sell
-2,190
Closed -$220K – 1110
2024
Q4 		$220K Buy
+2,190
New +$208K ﹤0.01% 835

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 $1.26T AUM 61.52% 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 $33.3B AUM 44.76% 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 $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Congress Wealth Management's QTWO Position: Q1 2025 in Review

Congress Wealth Management sold out of Q2 Holdings (QTWO) in Q1 2025, closing a stake of 2,190 shares — an estimated $220K sold.

Congress Wealth Management first reported a position in QTWO in Q4 2024 and held it in 1 quarter. The position peaked at $220K in Q4 2024. 337 funds tracked by Wall St. Rank hold QTWO as of Q1 2025.

  • Congress Wealth Management reported no remaining Q2 Holdings position as of Q1 2025 after selling out during the quarter.
  • Congress Wealth Management sold 2,190 Q2 Holdings shares in Q1 2025, an estimated $220K.
  • Congress Wealth Management first reported a position in Q2 Holdings in Q4 2024 and held it in 1 quarter.
  • Congress Wealth Management's Q2 Holdings position peaked at $220K in Q4 2024.
  • 337 funds tracked by Wall St. Rank held Q2 Holdings as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.