Motley Fool Wealth Management’s Q2 Holdings QTWO Stock Holding History

Motley Fool 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	$2.99M	Sell	63,306 -21,893	-26%	-$1.23M	0.34%	90
2025 Q4	$6.15M	Sell	85,199 -13,788	-14%	-$947K	0.48%	74
2025 Q3	$7.17M	Sell	98,987 -11,897	-11%	-$977K	0.49%	74
2025 Q2	$10.4M	Sell	110,884 -11,715	-10%	-$988K	0.63%	52
2025 Q1	$9.81M	Sell	122,599 -11,349	-8%	-$1M	0.58%	60
2024 Q4	$13.3M	Sell	133,948 -4,287	-3%	-$407K	0.69%	53
2024 Q3	$11M	Sell	138,235 -2,232	-2%	-$158K	0.55%	67
2024 Q2	$8.49M	Buy	140,467 +5,165	+4%	+$297K	0.43%	77
2024 Q1	$7.11M	Sell	135,302 -91,772	-40%	-$4.15M	0.37%	82
2023 Q4	$9.81M	Sell	227,074 -2,874	-1%	-$102K	0.51%	65
2023 Q3	$7.41M	Sell	229,948 -457	-0.2%	-$15.1K	0.43%	72
2023 Q2	$7.11M	Buy	+230,405	New	+$6.04M	0.42%	75

Other funds holding QTWO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return