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Moran Wealth Management’s Q2 Holdings QTWO Stock Holding History

Moran 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 		– Sell
-10,132
Closed -$731K – 544
2025
Q4 		$731K Buy
10,132
+1,470
+17% +$101K 0.02% 373
2025
Q3 		$627K Buy
8,662
+604
+7% +$49.6K 0.02% 384
2025
Q2 		$754K Buy
8,058
+108
+1% +$9.11K 0.02% 352
2025
Q1 		$636K Sell
7,950
-165
-2% -$14.6K 0.02% 350
2024
Q4 		$817K Buy
8,115
+215
+3% +$20.4K 0.03% 313
2024
Q3 		$630K Buy
7,900
+1,870
+31% +$132K 0.02% 356
2024
Q2 		$364K Buy
6,030
+364
+6% +$20.9K 0.01% 363
2024
Q1 		$298K Buy
+5,666
New +$256K 0.01% 383

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

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

Moran Wealth Management sold out of Q2 Holdings (QTWO) in Q1 2026, closing a stake of 10,132 shares — an estimated $731K sold.

Moran Wealth Management first reported a position in QTWO in Q1 2024 and held it in 8 quarters. The position peaked at $817K in Q4 2024. 349 funds tracked by Wall St. Rank hold QTWO as of Q1 2026.

  • Moran Wealth Management reported no remaining Q2 Holdings position as of Q1 2026 after selling out during the quarter.
  • Moran Wealth Management sold 10,132 Q2 Holdings shares in Q1 2026, an estimated $731K.
  • Moran Wealth Management first reported a position in Q2 Holdings in Q1 2024 and held it in 8 quarters.
  • Moran Wealth Management's Q2 Holdings position peaked at $817K in Q4 2024.
  • 349 funds tracked by Wall St. Rank held Q2 Holdings as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.