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Mount Yale Investment Advisors’s Q2 Holdings QTWO Stock Holding History

Mount Yale Investment Advisors’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 		$244K Buy
+5,154
New +$290K 0.01% 979
2025
Q3 		– Sell
-3,654
Closed -$342K – 1386
2025
Q2 		$342K Buy
3,654
+65
+2% +$5.48K 0.03% 421
2025
Q1 		$287K Buy
3,589
+595
+20% +$52.5K 0.02% 445
2024
Q4 		$301K Sell
2,994
-499
-14% -$47.4K 0.02% 444
2024
Q3 		$279K Sell
3,493
-2,573
-42% -$182K 0.03% 463
2024
Q2 		$366K Sell
6,066
-34
-0.6% -$1.95K 0.03% 397
2024
Q1 		$321K Sell
6,100
-1,253
-17% -$56.6K 0.02% 434
2023
Q4 		$319K Buy
+7,353
New +$261K 0.03% 402

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 $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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

Mount Yale Investment Advisors's QTWO Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Q2 Holdings (QTWO) in Q1 2026: 5,154 shares worth $244K. The stake represents 0.01% of the portfolio and ranks #979 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in QTWO as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in QTWO in Q4 2023 and has held it in 8 quarters since. The position peaked at $366K in Q2 2024. 349 funds tracked by Wall St. Rank hold QTWO as of Q1 2026.

  • Mount Yale Investment Advisors held 5,154 shares of Q2 Holdings worth $244K as of Q1 2026.
  • Q2 Holdings was a new Mount Yale Investment Advisors position in Q1 2026.
  • Q2 Holdings made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #979 holding.
  • Mount Yale Investment Advisors first reported a position in Q2 Holdings in Q4 2023 and has held it in 8 quarters since.
  • Mount Yale Investment Advisors's Q2 Holdings position peaked at $366K in Q2 2024.
  • 349 funds tracked by Wall St. Rank held Q2 Holdings as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.