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JPL Wealth Management’s Q2 Holdings QTWO Stock Holding History

JPL Wealth 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
2026
Q1 		$2.08K Buy
+44
New +$2.48K ﹤0.01% 957
2025
Q4 		– Sell
-10
Closed -$724 – 882
2025
Q3 		$724 Buy
+10
New +$822 ﹤0.01% 1035

Other funds holding QTWO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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

JPL Wealth Management's QTWO Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Q2 Holdings (QTWO) in Q1 2026: 44 shares worth $2.08K. The stake represents ﹤0.01% of the portfolio and ranks #957 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in QTWO as recently as Q3 2025.

JPL Wealth Management first reported a position in QTWO in Q3 2025 and has held it in 2 quarters since. 349 funds tracked by Wall St. Rank hold QTWO as of Q1 2026.

  • JPL Wealth Management held 44 shares of Q2 Holdings worth $2.08K as of Q1 2026.
  • Q2 Holdings was a new JPL Wealth Management position in Q1 2026.
  • Q2 Holdings made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #957 holding.
  • JPL Wealth Management first reported a position in Q2 Holdings in Q3 2025 and has held it in 2 quarters since.
  • 349 funds tracked by Wall St. Rank held Q2 Holdings as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.