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Keebeck Wealth Management’s Q2 Holdings QTWO Stock Holding History

Keebeck 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 		$326K Buy
6,883
+826
+14% +$46.5K 0.04% 307
2025
Q4 		$437K Buy
6,057
+341
+6% +$23.4K 0.05% 237
2025
Q3 		$414K Sell
5,716
-85
-1% -$6.98K 0.05% 243
2025
Q2 		$543K Buy
5,801
+3,143
+118% +$265K 0.07% 191
2025
Q1 		$213K Buy
2,658
+119
+5% +$10.5K 0.03% 261
2024
Q4 		$256K Buy
+2,539
New +$241K 0.04% 229

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

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

Keebeck Wealth Management increased its Q2 Holdings (QTWO) stake by 14% in Q1 2026, buying an estimated $46.5K and bringing the position to 6,883 shares worth $326K. The position accounts for 0.04% of the portfolio, ranked #307.

Keebeck Wealth Management first reported a position in QTWO in Q4 2024 and has held it in 6 quarters since. The position peaked at $543K in Q2 2025. 349 funds tracked by Wall St. Rank hold QTWO as of Q1 2026.

  • Keebeck Wealth Management held 6,883 shares of Q2 Holdings worth $326K as of Q1 2026.
  • Keebeck Wealth Management bought 826 Q2 Holdings shares in Q1 2026, an estimated $46.5K.
  • Q2 Holdings made up 0.04% of Keebeck Wealth Management's portfolio in Q1 2026, its #307 holding.
  • Keebeck Wealth Management first reported a position in Q2 Holdings in Q4 2024 and has held it in 6 quarters since.
  • Keebeck Wealth Management's Q2 Holdings position peaked at $543K in Q2 2025.
  • 349 funds tracked by Wall St. Rank held Q2 Holdings as of Q1 2026.

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