Global Retirement Partners’s Q2 Holdings QTWO Stock Holding History

Global Retirement 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	$99.4K	Buy	1,378 +1,331	+2,832%	+$91.4K	﹤0.01%	1921
2025 Q3	$3.4K	Hold	47	–	–	﹤0.01%	3124
2025 Q2	$4.4K	Buy	+47	New	+$3.96K	﹤0.01%	2962
2024 Q4	$4.73K	Sell	47 -17	-27%	-$1.61K	﹤0.01%	2708
2024 Q3	$5.11K	Hold	64	–	–	﹤0.01%	2549
2024 Q2	$3.86K	Buy	64 +46	+256%	+$2.64K	﹤0.01%	2723
2024 Q1	$946	Hold	18	–	–	﹤0.01%	2990
2023 Q4	$763	Buy	+18	New	+$639	﹤0.01%	2972
2023 Q1	–	Sell	-17	Closed	-$457	–	3315
2022 Q4	$457	Buy	+17	New	+$475	﹤0.01%	2781
2019 Q4	–	Sell	-209	Closed	-$16K	–	1685
2019 Q3	$16K	Hold	209	–	–	﹤0.01%	992
2019 Q2	$16K	Hold	209	–	–	﹤0.01%	989
2019 Q1	$14K	Sell	209 -15	-7%	-$937	﹤0.01%	957
2018 Q4	$11K	Buy	224 +146	+187%	+$7.45K	﹤0.01%	948
2018 Q3	$5K	Hold	78	–	–	﹤0.01%	1233
2018 Q2	$4K	Hold	78	–	–	﹤0.01%	1259
2018 Q1	$4K	Hold	78	–	–	﹤0.01%	1215
2017 Q4	$3K	Buy	+78	New	+$3.2K	﹤0.01%	1239

Other funds holding QTWO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return

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