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Morningstar Investment Management’s Q2 Holdings QTWO Stock Holding History

Morningstar Investment 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
2025
Q4 		– Sell
-18,138
Closed -$1.31M – 438
2025
Q3 		$1.31M Buy
+18,138
New +$1.49M 0.05% 312

Other funds holding QTWO

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $3.11B AUM 18.12% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morningstar Investment Management's QTWO Position: Q4 2025 in Review

Morningstar Investment Management sold out of Q2 Holdings (QTWO) in Q4 2025, closing a stake of 18,138 shares — an estimated $1.31M sold.

Morningstar Investment Management first reported a position in QTWO in Q3 2025 and held it in 1 quarter. The position peaked at $1.31M in Q3 2025. 349 funds tracked by Wall St. Rank hold QTWO as of Q4 2025.

  • Morningstar Investment Management reported no remaining Q2 Holdings position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 18,138 Q2 Holdings shares in Q4 2025, an estimated $1.31M.
  • Morningstar Investment Management first reported a position in Q2 Holdings in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's Q2 Holdings position peaked at $1.31M in Q3 2025.
  • 349 funds tracked by Wall St. Rank held Q2 Holdings as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.