LPL Financial
QTWO icon

LPL Financial’s Q2 Holdings QTWO Stock Holding History

LPL Financial’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 		$694K Buy
14,674
+370
+3% +$20.9K ﹤0.01% 4478
2025
Q4 		$1.03M Sell
14,304
-6,528
-31% -$448K ﹤0.01% 4046
2025
Q3 		$1.51M Sell
20,832
-4,507
-18% -$370K ﹤0.01% 3591
2025
Q2 		$2.37M Sell
25,339
-594
-2% -$50.1K ﹤0.01% 2970
2025
Q1 		$2.07M Buy
25,933
+364
+1% +$32.1K ﹤0.01% 2923
2024
Q4 		$2.57M Buy
25,569
+6,666
+35% +$633K ﹤0.01% 2641
2024
Q3 		$1.51M Buy
18,903
+403
+2% +$28.4K ﹤0.01% 3000
2024
Q2 		$1.12M Buy
18,500
+7,707
+71% +$443K ﹤0.01% 3149
2024
Q1 		$567K Sell
10,793
-250
-2% -$11.3K ﹤0.01% 3672
2023
Q4 		$479K Sell
11,043
-1,090
-9% -$38.7K ﹤0.01% 3698
2023
Q3 		$392K Sell
12,133
-491
-4% -$16.3K ﹤0.01% 3681
2023
Q2 		$390K Sell
12,624
-1,023
-7% -$26.8K ﹤0.01% 3652
2023
Q1 		$336K Sell
13,647
-2,285
-14% -$68K ﹤0.01% 3655
2022
Q4 		$428K Buy
15,932
+11
+0.1% +$307 ﹤0.01% 3397
2022
Q3 		$513K Buy
15,921
+428
+3% +$17.4K ﹤0.01% 3128
2022
Q2 		$598K Buy
15,493
+5,081
+49% +$247K ﹤0.01% 3062
2022
Q1 		$642K Buy
10,412
+2,001
+24% +$128K ﹤0.01% 3000
2021
Q4 		$668K Buy
8,411
+147
+2% +$11.9K ﹤0.01% 3027
2021
Q3 		$662K Buy
8,264
+670
+9% +$61.4K ﹤0.01% 2968
2021
Q2 		$779K Buy
7,594
+1,212
+19% +$121K ﹤0.01% 2779
2021
Q1 		$639K Buy
6,382
+1,471
+30% +$183K ﹤0.01% 2815
2020
Q4 		$621K Buy
4,911
+1,282
+35% +$138K ﹤0.01% 2563
2020
Q3 		$331K Buy
3,629
+396
+12% +$37K ﹤0.01% 2831
2020
Q2 		$277K Buy
+3,233
New +$249K ﹤0.01% 2895
2019
Q4 		– Sell
-7,028
Closed -$554K – 3400
2019
Q3 		$554K Sell
7,028
-348
-5% -$28.8K ﹤0.01% 2179
2019
Q2 		$563K Sell
7,376
-141
-2% -$10.2K ﹤0.01% 2192
2019
Q1 		$521K Sell
7,517
-1,344
-15% -$83.9K ﹤0.01% 2195
2018
Q4 		$439K Buy
8,861
+95
+1% +$4.85K ﹤0.01% 2139
2018
Q3 		$531K Sell
8,766
-558
-6% -$34.5K ﹤0.01% 2182
2018
Q2 		$532K Sell
9,324
-719
-7% -$39.2K ﹤0.01% 2141
2018
Q1 		$457K Sell
10,043
-537
-5% -$23.2K ﹤0.01% 2235
2017
Q4 		$390K Sell
10,580
-1,392
-12% -$57K ﹤0.01% 2267
2017
Q3 		$499K Sell
11,972
-1,370
-10% -$53.6K ﹤0.01% 1951
2017
Q2 		$493K Sell
13,342
-9,476
-42% -$360K ﹤0.01% 1892
2017
Q1 		$799K Buy
22,818
+800
+4% +$26.7K 0.01% 1422
2016
Q4 		$629K Sell
22,018
-1,168
-5% -$34.5K ﹤0.01% 1537
2016
Q3 		$674K Sell
23,186
-272
-1% -$7.64K 0.01% 1484
2016
Q2 		$638K Buy
+23,458
New +$588K 0.01% 1470

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

LPL Financial's QTWO Position: Q1 2026 in Review

LPL Financial increased its Q2 Holdings (QTWO) stake by 2.6% in Q1 2026, buying an estimated $20.9K and bringing the position to 14,674 shares worth $694K. The position accounts for ﹤0.01% of the portfolio, ranked #4478.

LPL Financial first reported a position in QTWO in Q2 2016 and has held it in 38 quarters since. The position peaked at $2.57M in Q4 2024. 349 funds tracked by Wall St. Rank hold QTWO as of Q1 2026.

  • LPL Financial held 14,674 shares of Q2 Holdings worth $694K as of Q1 2026.
  • LPL Financial bought 370 Q2 Holdings shares in Q1 2026, an estimated $20.9K.
  • Q2 Holdings made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4478 holding.
  • LPL Financial first reported a position in Q2 Holdings in Q2 2016 and has held it in 38 quarters since.
  • LPL Financial's Q2 Holdings position peaked at $2.57M in Q4 2024.
  • 349 funds tracked by Wall St. Rank held Q2 Holdings as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.