EverSource Wealth Advisors’s Q2 Holdings QTWO Stock Holding History

EverSource 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	$143K	Buy	2,964 +122	+4%	+$5.79K	﹤0.01%	1196
2026 Q1	$134K	Buy	2,842 +2,647	+1,357%	+$149K	﹤0.01%	1263
2025 Q4	$14.1K	Buy	195 +155	+388%	+$10.6K	﹤0.01%	2614
2025 Q3	$2.9K	Sell	40 -21	-34%	-$1.73K	﹤0.01%	3391
2025 Q2	$5.71K	Buy	61 +32	+110%	+$2.7K	﹤0.01%	3103
2025 Q1	$2.32K	Sell	29 -10	-26%	-$882	﹤0.01%	2855
2024 Q4	$3.93K	Buy	+39	New	+$3.71K	﹤0.01%	2450
2024 Q1	–	Sell	-32	Closed	-$1.39K	–	2972
2023 Q4	$1.39K	Buy	+32	New	+$1.14K	﹤0.01%	2291
2023 Q2	–	Sell	-133	Closed	-$3.27K	–	2585
2023 Q1	$3.27K	Sell	133 -334	-72%	-$9.93K	﹤0.01%	1782
2022 Q4	$12.5K	Buy	+467	New	+$13.1K	﹤0.01%	1248
2022 Q2	–	Sell	-80	Closed	-$5K	–	1857
2022 Q1	$5K	Hold	80	–	–	﹤0.01%	1284
2021 Q4	$6K	Buy	+80	New	+$6.46K	﹤0.01%	1196

Other funds holding QTWO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $276B AUM 44.8% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Q2 Holdings (QTWO) stake by 4.3% in Q2 2026, buying an estimated $5.79K and bringing the position to 2,964 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

EverSource Wealth Advisors first reported a position in QTWO in Q4 2021 and has held it in 12 quarters since. 328 funds tracked by Wall St. Rank hold QTWO as of Q2 2026.

EverSource Wealth Advisors held 2,964 shares of Q2 Holdings worth $143K as of Q2 2026.
EverSource Wealth Advisors bought 122 Q2 Holdings shares in Q2 2026, an estimated $5.79K.
Q2 Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1196 holding.
EverSource Wealth Advisors first reported a position in Q2 Holdings in Q4 2021 and has held it in 12 quarters since.
328 funds tracked by Wall St. Rank held Q2 Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.