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Fulcrum Asset Management’s Q2 Holdings QTWO Stock Holding History

Fulcrum Asset Management’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
Q2 		– Sell
-20,567
Closed -$1.23M – 341
2025
Q1 		$1.23M Buy
+20,567
New +$1.81M 0.24% 102

Other funds holding QTWO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Fulcrum Asset Management's QTWO Position: Q1 2026 in Review

Fulcrum Asset Management held its Q2 Holdings (QTWO) position steady in Q1 2026 at 1,255 shares worth $58.5K. The position accounts for 0.01% of the portfolio, ranked #185.

Fulcrum Asset Management first reported a position in QTWO in Q2 2025 and has held it in 4 quarters since. The position peaked at $826K in Q2 2025. 349 funds tracked by Wall St. Rank hold QTWO as of Q1 2026.

  • Fulcrum Asset Management held 1,255 shares of Q2 Holdings worth $58.5K as of Q1 2026.
  • Fulcrum Asset Management left its Q2 Holdings share count unchanged in Q1 2026.
  • Q2 Holdings made up 0.01% of Fulcrum Asset Management's portfolio in Q1 2026, its #185 holding.
  • Fulcrum Asset Management first reported a position in Q2 Holdings in Q2 2025 and has held it in 4 quarters since.
  • Fulcrum Asset Management's Q2 Holdings position peaked at $826K in Q2 2025.
  • 349 funds tracked by Wall St. Rank held Q2 Holdings as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.