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
Q2 		$2.06M Sell
42,770
-8,452
-17% -$401K ﹤0.01% 2063
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 $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

Creative Planning's QTWO Position: Q2 2026 in Review

Creative Planning reduced its Q2 Holdings (QTWO) stake by 17% in Q2 2026, selling an estimated $401K and leaving 42,770 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2063.

Creative Planning first reported a position in QTWO in Q3 2016 and has held it in 15 quarters since. The position peaked at $3.24M in Q4 2025. 329 funds tracked by Wall St. Rank hold QTWO as of Q2 2026.

  • Creative Planning held 42,770 shares of Q2 Holdings worth $2.06M as of Q2 2026.
  • Creative Planning sold 8,452 Q2 Holdings shares in Q2 2026, an estimated $401K.
  • Q2 Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2063 holding.
  • Creative Planning first reported a position in Q2 Holdings in Q3 2016 and has held it in 15 quarters since.
  • Creative Planning's Q2 Holdings position peaked at $3.24M in Q4 2025.
  • 329 funds tracked by Wall St. Rank held Q2 Holdings as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.