MSFP
QLYS icon

Mark Sheptoff Financial Planning’s Qualys QLYS Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio QLYS Stock Details QLYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-17
Closed -$2.43K – 530
2025
Q2 		$2.43K Buy
+17
New +$2.25K ﹤0.01% 458

Other funds holding QLYS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Mark Sheptoff Financial Planning's QLYS Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of Qualys (QLYS) in Q3 2025, closing a stake of 17 shares — an estimated $2.43K sold.

Mark Sheptoff Financial Planning first reported a position in QLYS in Q2 2025 and held it in 1 quarter. The position peaked at $2.43K in Q2 2025. 428 funds tracked by Wall St. Rank hold QLYS as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining Qualys position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 17 Qualys shares in Q3 2025, an estimated $2.43K.
  • Mark Sheptoff Financial Planning first reported a position in Qualys in Q2 2025 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Qualys position peaked at $2.43K in Q2 2025.
  • 428 funds tracked by Wall St. Rank held Qualys as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.