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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
Q2 		$104K Buy
2,166
+768
+55% +$36.5K 0.01% 844
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 $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

Pinnacle Wealth Planning Services's QTWO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Q2 Holdings (QTWO) stake by 55% in Q2 2026, buying an estimated $36.5K and bringing the position to 2,166 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #844.

Pinnacle Wealth Planning Services first reported a position in QTWO in Q4 2020 and has held it in 4 quarters since. The position peaked at $130K in Q4 2025. 329 funds tracked by Wall St. Rank hold QTWO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,166 shares of Q2 Holdings worth $104K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 768 Q2 Holdings shares in Q2 2026, an estimated $36.5K.
  • Q2 Holdings made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #844 holding.
  • Pinnacle Wealth Planning Services first reported a position in Q2 Holdings in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Q2 Holdings position peaked at $130K in Q4 2025.
  • 329 funds tracked by Wall St. Rank held Q2 Holdings as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.