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LMG Wealth Partners’s Q2 Holdings QTWO Stock Holding History

LMG Wealth 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 		– Sell
-20,317
Closed -$1.47M – 158
2025
Q3 		$1.47M Buy
20,317
+2,817
+16% +$231K 0.27% 86
2025
Q2 		$1.64M Buy
17,500
+788
+5% +$66.5K 0.34% 76
2025
Q1 		$1.34M Buy
16,712
+2,440
+17% +$215K 0.3% 78
2024
Q4 		$1.44M Buy
+14,272
New +$1.36M 0.31% 80

Other funds holding QTWO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.48B AUM 29.32% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LMG Wealth Partners's QTWO Position: Q4 2025 in Review

LMG Wealth Partners sold out of Q2 Holdings (QTWO) in Q4 2025, closing a stake of 20,317 shares — an estimated $1.47M sold.

LMG Wealth Partners first reported a position in QTWO in Q4 2024 and held it in 4 quarters. The position peaked at $1.64M in Q2 2025. 349 funds tracked by Wall St. Rank hold QTWO as of Q4 2025.

  • LMG Wealth Partners reported no remaining Q2 Holdings position as of Q4 2025 after selling out during the quarter.
  • LMG Wealth Partners sold 20,317 Q2 Holdings shares in Q4 2025, an estimated $1.47M.
  • LMG Wealth Partners first reported a position in Q2 Holdings in Q4 2024 and held it in 4 quarters.
  • LMG Wealth Partners's Q2 Holdings position peaked at $1.64M in Q2 2025.
  • 349 funds tracked by Wall St. Rank held Q2 Holdings as of Q4 2025.

Based on LMG Wealth Partners's 13F filing for Q4 2025, filed 2 Feb 2026.