NewEdge Advisors’s Q2 Holdings QTWO Stock Holding History

NewEdge 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	–	Sell	-102	Closed	-$7.36K	–	4340
2025 Q4	$7.36K	Hold	102	–	–	﹤0.01%	3562
2025 Q3	$7.38K	Hold	102	–	–	﹤0.01%	3418
2025 Q2	$9.55K	Sell	102 -325	-76%	-$27.4K	﹤0.01%	3228
2025 Q1	$34.2K	Buy	427 +50	+13%	+$4.41K	﹤0.01%	2676
2024 Q4	$37.9K	Buy	377 +275	+270%	+$26.1K	﹤0.01%	2615
2024 Q3	$8.14K	Hold	102	–	–	﹤0.01%	3004
2024 Q2	$6.15K	Buy	+102	New	+$5.86K	﹤0.01%	3025
2023 Q1	–	Sell	-497	Closed	-$13.4K	–	3979
2022 Q4	$13.4K	Buy	+497	New	+$13.9K	﹤0.01%	2269
2022 Q1	–	Sell	-4,057	Closed	-$322K	–	1522
2021 Q4	$322K	Buy	+4,057	New	+$327K	﹤0.01%	1291

Other funds holding QTWO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 $3.48B AUM 29.32% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

NewEdge Advisors's QTWO Position: Q1 2026 in Review

NewEdge Advisors sold out of Q2 Holdings (QTWO) in Q1 2026, closing a stake of 102 shares — an estimated $7.36K sold.

NewEdge Advisors first reported a position in QTWO in Q4 2021 and held it in 9 quarters. The position peaked at $322K in Q4 2021. 350 funds tracked by Wall St. Rank hold QTWO as of Q1 2026.

NewEdge Advisors reported no remaining Q2 Holdings position as of Q1 2026 after selling out during the quarter.
NewEdge Advisors sold 102 Q2 Holdings shares in Q1 2026, an estimated $7.36K.
NewEdge Advisors first reported a position in Q2 Holdings in Q4 2021 and held it in 9 quarters.
NewEdge Advisors's Q2 Holdings position peaked at $322K in Q4 2021.
350 funds tracked by Wall St. Rank held Q2 Holdings as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.