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Edgestream Partners’s Q2 Holdings QTWO Stock Holding History

Edgestream Partners’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
2025
Q4 		– Sell
-54,106
Closed -$3.92M – 1109
2025
Q3 		$3.92M Buy
+54,106
New +$4.45M 0.11% 336
2025
Q1 		– Sell
-76,879
Closed -$7.74M – 1019
2024
Q4 		$7.74M Buy
76,879
+518
+0.7% +$49.2K 0.33% 40
2024
Q3 		$6.09M Buy
76,361
+38,021
+99% +$2.68M 0.27% 92
2024
Q2 		$2.31M Buy
38,340
+32,993
+617% +$1.9M 0.11% 294
2024
Q1 		$281K Buy
+5,347
New +$242K 0.01% 735
2023
Q2 		– Sell
-19,840
Closed -$488K – 877
2023
Q1 		$488K Sell
19,840
-4,354
-18% -$129K 0.05% 406
2022
Q4 		$650K Buy
24,194
+301
+1% +$8.41K 0.07% 323
2022
Q3 		$769K Buy
+23,893
New +$973K 0.06% 305

Other funds holding QTWO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return