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Pinnacle Wealth Planning Services’s Q2 Holdings QTWO Stock Holding History

Pinnacle Wealth Planning Services’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 		$66.1K Sell
1,398
-400
-22% -$22.5K 0.01% 1036
2025
Q4 		$130K Buy
+1,798
New +$123K 0.01% 653
2021
Q1 		– Sell
-274
Closed -$35K – 1570
2020
Q4 		$35K Buy
+274
New +$29.5K 0.01% 946

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 $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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

Pinnacle Wealth Planning Services's QTWO Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Q2 Holdings (QTWO) stake by 22% in Q1 2026, selling an estimated $22.5K and leaving 1,398 shares worth $66.1K. The position accounts for 0.01% of the portfolio, ranked #1036.

Pinnacle Wealth Planning Services first reported a position in QTWO in Q4 2020 and has held it in 3 quarters since. The position peaked at $130K in Q4 2025. 349 funds tracked by Wall St. Rank hold QTWO as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,398 shares of Q2 Holdings worth $66.1K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 400 Q2 Holdings shares in Q1 2026, an estimated $22.5K.
  • Q2 Holdings made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1036 holding.
  • Pinnacle Wealth Planning Services first reported a position in Q2 Holdings in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Q2 Holdings position peaked at $130K in Q4 2025.
  • 349 funds tracked by Wall St. Rank held Q2 Holdings as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.