C
QTWO icon

Covestor’s Q2 Holdings QTWO Stock Holding History

Covestor’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 		$12K Sell
257
-72
-22% -$4.06K 0.01% 1325
2025
Q4 		$24K Buy
329
+204
+163% +$14K 0.01% 1210
2025
Q3 		$9K Hold
125
– – 0.01% 1684
2025
Q2 		$12K Sell
125
-1
-0.8% -$84 0.01% 1487
2025
Q1 		$10K Buy
126
+106
+530% +$9.35K 0.01% 1511
2024
Q4 		$2K Buy
20
+17
+567% +$1.61K ﹤0.01% 1929
2024
Q3 		$0 Sell
3
-6
-67% -$423 ﹤0.01% 2649
2024
Q2 		$1K Buy
9
+4
+80% +$230 ﹤0.01% 2102
2024
Q1 		$0 Buy
5
+1
+25% +$45 ﹤0.01% 2635
2023
Q4 		$0 Hold
4
– – ﹤0.01% 2601
2023
Q3 		$0 Sell
4
-1
-20% -$33 ﹤0.01% 2593
2023
Q2 		$0 Hold
5
– – ﹤0.01% 2542
2023
Q1 		$0 Hold
5
– – ﹤0.01% 2467
2022
Q4 		$0 Sell
5
-2
-29% -$56 ﹤0.01% 2495
2022
Q3 		$0 Buy
7
+1
+17% +$41 ﹤0.01% 2467
2022
Q2 		$0 Sell
6
-142
-96% -$6.91K ﹤0.01% 2271
2022
Q1 		$9K Buy
148
+65
+78% +$4.17K 0.01% 1361
2021
Q4 		$7K Buy
+83
New +$6.7K 0.01% 1167

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

Covestor's QTWO Position: Q1 2026 in Review

Covestor reduced its Q2 Holdings (QTWO) stake by 22% in Q1 2026, selling an estimated $4.06K and leaving 257 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #1325.

Covestor first reported a position in QTWO in Q4 2021 and has held it in 18 quarters since. The position peaked at $24K in Q4 2025. 349 funds tracked by Wall St. Rank hold QTWO as of Q1 2026.

  • Covestor held 257 shares of Q2 Holdings worth $12K as of Q1 2026.
  • Covestor sold 72 Q2 Holdings shares in Q1 2026, an estimated $4.06K.
  • Q2 Holdings made up 0.01% of Covestor's portfolio in Q1 2026, its #1325 holding.
  • Covestor first reported a position in Q2 Holdings in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Q2 Holdings position peaked at $24K in Q4 2025.
  • 349 funds tracked by Wall St. Rank held Q2 Holdings as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.