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EP Wealth Advisors’s Q2 Holdings QTWO Stock Holding History

EP Wealth Advisors’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 		$745K Sell
15,483
-357
-2% -$16.9K ﹤0.01% 858
2026
Q1 		$749K Buy
15,840
+5,947
+60% +$335K ﹤0.01% 737
2025
Q4 		$714K Buy
+9,893
New +$679K ﹤0.01% 724
2025
Q2 		$853K Sell
9,110
-109
-1% -$9.2K 0.01% 608
2025
Q1 		$738K Buy
9,219
+2,000
+28% +$176K 0.01% 575
2024
Q4 		$727K Hold
7,219
– – 0.01% 582
2024
Q3 		$576K Buy
+7,219
New +$509K ﹤0.01% 644

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

EP Wealth Advisors's QTWO Position: Q2 2026 in Review

EP Wealth Advisors reduced its Q2 Holdings (QTWO) stake by 2.3% in Q2 2026, selling an estimated $16.9K and leaving 15,483 shares worth $745K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

EP Wealth Advisors first reported a position in QTWO in Q3 2024 and has held it in 7 quarters since. The position peaked at $853K in Q2 2025. 328 funds tracked by Wall St. Rank hold QTWO as of Q2 2026.

  • EP Wealth Advisors held 15,483 shares of Q2 Holdings worth $745K as of Q2 2026.
  • EP Wealth Advisors sold 357 Q2 Holdings shares in Q2 2026, an estimated $16.9K.
  • Q2 Holdings made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #858 holding.
  • EP Wealth Advisors first reported a position in Q2 Holdings in Q3 2024 and has held it in 7 quarters since.
  • EP Wealth Advisors's Q2 Holdings position peaked at $853K in Q2 2025.
  • 328 funds tracked by Wall St. Rank held Q2 Holdings as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.