IAA
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Independent Advisor Alliance’s Q2 Holdings QTWO Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-3,810
Closed -$275K – 1650
2025
Q4 		$275K Buy
3,810
+131
+4% +$8.99K 0.01% 825
2025
Q3 		$266K Buy
+3,679
New +$302K 0.01% 802

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.48B AUM 29.32% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Independent Advisor Alliance's QTWO Position: Q1 2026 in Review

Independent Advisor Alliance sold out of Q2 Holdings (QTWO) in Q1 2026, closing a stake of 3,810 shares — an estimated $275K sold.

Independent Advisor Alliance first reported a position in QTWO in Q3 2025 and held it in 2 quarters. The position peaked at $275K in Q4 2025. 350 funds tracked by Wall St. Rank hold QTWO as of Q1 2026.

  • Independent Advisor Alliance reported no remaining Q2 Holdings position as of Q1 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 3,810 Q2 Holdings shares in Q1 2026, an estimated $275K.
  • Independent Advisor Alliance first reported a position in Q2 Holdings in Q3 2025 and held it in 2 quarters.
  • Independent Advisor Alliance's Q2 Holdings position peaked at $275K in Q4 2025.
  • 350 funds tracked by Wall St. Rank held Q2 Holdings as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.