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Physician Wealth Advisors’s Q2 Holdings QTWO Stock Holding History

Physician Wealth 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 		– Sell
-59
Closed -$2.79K – 2431
2026
Q1 		$2.79K Buy
+59
New +$3.33K ﹤0.01% 1210
2025
Q3 		– Sell
-13
Closed -$1.22K – 2023
2025
Q2 		$1.22K Buy
+13
New +$1.1K ﹤0.01% 1265

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 $3.37T AUM 44.26% 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

Physician Wealth Advisors's QTWO Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Q2 Holdings (QTWO) in Q2 2026, closing a stake of 59 shares — an estimated $2.79K sold.

Physician Wealth Advisors first reported a position in QTWO in Q2 2025 and held it in 2 quarters. The position peaked at $2.79K in Q1 2026. 328 funds tracked by Wall St. Rank hold QTWO as of Q2 2026.

  • Physician Wealth Advisors reported no remaining Q2 Holdings position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 59 Q2 Holdings shares in Q2 2026, an estimated $2.79K.
  • Physician Wealth Advisors first reported a position in Q2 Holdings in Q2 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's Q2 Holdings position peaked at $2.79K in Q1 2026.
  • 328 funds tracked by Wall St. Rank held Q2 Holdings as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.