Foundations Investment Advisors’s Q2 Holdings QTWO Stock Holding History

Foundations Investment 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	$626K	Sell	13,009 -6	-0%	-$285	0.01%	707
2026 Q1	$616K	Sell	13,015 -11	-0.1%	-$620	0.01%	652
2025 Q4	$940K	Buy	13,026 +11	+0.1%	+$755	0.01%	528
2025 Q3	$942K	Buy	13,015 +5	+0%	+$411	0.01%	485
2025 Q2	$1.22M	Hold	13,010	–	–	0.02%	384
2025 Q1	$1.04M	Sell	13,010 -1,824	-12%	-$161K	0.02%	396
2024 Q4	$1.49M	Buy	14,834 +1,810	+14%	+$172K	0.03%	338
2024 Q3	$1.04M	Buy	13,024 +14	+0.1%	+$988	0.02%	356
2024 Q2	$785K	Sell	13,010 -90	-0.7%	-$5.17K	0.02%	392
2024 Q1	$689K	Hold	13,100	–	–	0.02%	397
2023 Q4	$551K	Hold	13,100	–	–	0.01%	418
2023 Q3	$423K	Hold	13,100	–	–	0.01%	428
2023 Q2	$405K	Hold	13,100	–	–	0.01%	403
2023 Q1	$323K	Buy	+13,100	New	+$390K	0.01%	381

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

Foundations Investment Advisors's QTWO Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Q2 Holdings (QTWO) stake by 0.05% in Q2 2026, selling an estimated $285 and leaving 13,009 shares worth $626K. The position accounts for 0.01% of the portfolio, ranked #707.

Foundations Investment Advisors first reported a position in QTWO in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.49M in Q4 2024. 328 funds tracked by Wall St. Rank hold QTWO as of Q2 2026.

Foundations Investment Advisors held 13,009 shares of Q2 Holdings worth $626K as of Q2 2026.
Foundations Investment Advisors sold 6 Q2 Holdings shares in Q2 2026, an estimated $285.
Q2 Holdings made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #707 holding.
Foundations Investment Advisors first reported a position in Q2 Holdings in Q1 2023 and has held it in 14 quarters since.
Foundations Investment Advisors's Q2 Holdings position peaked at $1.49M in Q4 2024.
328 funds tracked by Wall St. Rank held Q2 Holdings as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.