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
Q1 		$239K Sell
5,076
-1,736
-25% -$97.8K ﹤0.01% 2446
2025
Q4 		$492K Buy
+6,812
New +$468K ﹤0.01% 2327
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Corient Private Wealth's QTWO Position: Q1 2026 in Review

Corient Private Wealth reduced its Q2 Holdings (QTWO) stake by 25% in Q1 2026, selling an estimated $97.8K and leaving 5,076 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #2446.

Corient Private Wealth first reported a position in QTWO in Q3 2024 and has held it in 3 quarters since. The position peaked at $679K in Q3 2024. 349 funds tracked by Wall St. Rank hold QTWO as of Q1 2026.

  • Corient Private Wealth held 5,076 shares of Q2 Holdings worth $239K as of Q1 2026.
  • Corient Private Wealth sold 1,736 Q2 Holdings shares in Q1 2026, an estimated $97.8K.
  • Q2 Holdings made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2446 holding.
  • Corient Private Wealth first reported a position in Q2 Holdings in Q3 2024 and has held it in 3 quarters since.
  • Corient Private Wealth's Q2 Holdings position peaked at $679K in Q3 2024.
  • 349 funds tracked by Wall St. Rank held Q2 Holdings as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.