Creative Planning
QTWO icon

Creative Planning’s Q2 Holdings QTWO Stock Holding History

Creative Planning’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 		$2.42M Buy
51,222
+6,261
+14% +$353K ﹤0.01% 1752
2025
Q4 		$3.24M Buy
44,961
+15,126
+51% +$1.04M ﹤0.01% 1328
2025
Q3 		$2.16M Sell
29,835
-2,024
-6% -$166K ﹤0.01% 1484
2025
Q2 		$2.98M Buy
31,859
+2,201
+7% +$186K ﹤0.01% 1040
2025
Q1 		$2.37M Buy
29,658
+1,094
+4% +$96.5K ﹤0.01% 1076
2024
Q4 		$2.87M Buy
28,564
+8,730
+44% +$829K ﹤0.01% 926
2024
Q3 		$1.58M Buy
19,834
+7,631
+63% +$538K ﹤0.01% 1212
2024
Q2 		$736K Buy
12,203
+4,117
+51% +$237K ﹤0.01% 1634
2024
Q1 		$425K Buy
8,086
+2,905
+56% +$131K ﹤0.01% 1972
2023
Q4 		$225K Buy
+5,181
New +$184K ﹤0.01% 2326
2017
Q3 		– Sell
-135
Closed -$5K – 3290
2017
Q2 		$5K Hold
135
– – ﹤0.01% 4002
2017
Q1 		$5K Hold
135
– – ﹤0.01% 3968
2016
Q4 		$4K Hold
135
– – ﹤0.01% 4058
2016
Q3 		$4K Buy
+135
New +$3.79K ﹤0.01% 3993

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

Creative Planning's QTWO Position: Q1 2026 in Review

Creative Planning increased its Q2 Holdings (QTWO) stake by 14% in Q1 2026, buying an estimated $353K and bringing the position to 51,222 shares worth $2.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

Creative Planning first reported a position in QTWO in Q3 2016 and has held it in 14 quarters since. The position peaked at $3.24M in Q4 2025. 349 funds tracked by Wall St. Rank hold QTWO as of Q1 2026.

  • Creative Planning held 51,222 shares of Q2 Holdings worth $2.42M as of Q1 2026.
  • Creative Planning bought 6,261 Q2 Holdings shares in Q1 2026, an estimated $353K.
  • Q2 Holdings made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1752 holding.
  • Creative Planning first reported a position in Q2 Holdings in Q3 2016 and has held it in 14 quarters since.
  • Creative Planning's Q2 Holdings position peaked at $3.24M in Q4 2025.
  • 349 funds tracked by Wall St. Rank held Q2 Holdings as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.