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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
Q2 		$224K Sell
4,657
-497
-10% -$23.6K ﹤0.01% 1107
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.48B AUM 29.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Mount Yale Investment Advisors's QTWO Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Q2 Holdings (QTWO) stake by 9.6% in Q2 2026, selling an estimated $23.6K and leaving 4,657 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

Mount Yale Investment Advisors first reported a position in QTWO in Q4 2023 and has held it in 9 quarters since. The position peaked at $366K in Q2 2024. 328 funds tracked by Wall St. Rank hold QTWO as of Q2 2026.

  • Mount Yale Investment Advisors held 4,657 shares of Q2 Holdings worth $224K as of Q2 2026.
  • Mount Yale Investment Advisors sold 497 Q2 Holdings shares in Q2 2026, an estimated $23.6K.
  • Q2 Holdings made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1107 holding.
  • Mount Yale Investment Advisors first reported a position in Q2 Holdings in Q4 2023 and has held it in 9 quarters since.
  • Mount Yale Investment Advisors's Q2 Holdings position peaked at $366K in Q2 2024.
  • 328 funds tracked by Wall St. Rank held Q2 Holdings as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.