Corient Private Wealth
QTWO icon

Corient Private Wealth’s Q2 Holdings QTWO Stock Holding History

Corient Private Wealth’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 		– Sell
-5,076
Closed -$239K – 3201
2026
Q1 		$239K Buy
5,076
+1,670
+49% +$94.1K ﹤0.01% 2446
2025
Q4 		$246K Buy
+3,406
New +$234K ﹤0.01% 2307
2024
Q4 		– Sell
-8,509
Closed -$679K – 2505
2024
Q3 		$679K Buy
+8,509
New +$600K ﹤0.01% 1586

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

Corient Private Wealth's QTWO Position: Q2 2026 in Review

Corient Private Wealth sold out of Q2 Holdings (QTWO) in Q2 2026, closing a stake of 5,076 shares — an estimated $239K sold.

Corient Private Wealth first reported a position in QTWO in Q3 2024 and held it in 3 quarters. The position peaked at $679K in Q3 2024. 328 funds tracked by Wall St. Rank hold QTWO as of Q2 2026.

  • Corient Private Wealth reported no remaining Q2 Holdings position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 5,076 Q2 Holdings shares in Q2 2026, an estimated $239K.
  • Corient Private Wealth first reported a position in Q2 Holdings in Q3 2024 and held it in 3 quarters.
  • Corient Private Wealth's Q2 Holdings position peaked at $679K in Q3 2024.
  • 328 funds tracked by Wall St. Rank held Q2 Holdings as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.