Private Wealth Management Group’s Q2 Holdings QTWO Stock Holding History

Private Wealth Management Group’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	$6.54K	Buy	136 +15	+12%	+$712	﹤0.01%	732
2026 Q1	$5.72K	Hold	121	–	–	﹤0.01%	722
2025 Q4	$8.73K	Hold	121	–	–	﹤0.01%	551
2025 Q3	$8.76K	Hold	121	–	–	﹤0.01%	559
2025 Q2	$11.3K	Hold	121	–	–	﹤0.01%	449
2025 Q1	$9.68K	Hold	121	–	–	﹤0.01%	479
2024 Q4	$12.2K	Hold	121	–	–	﹤0.01%	418
2024 Q3	$9.65K	Hold	121	–	–	﹤0.01%	467
2024 Q2	$7.3K	Hold	121	–	–	﹤0.01%	554
2024 Q1	$6.36K	Hold	121	–	–	﹤0.01%	548
2023 Q4	$5.25K	Buy	+121	New	+$4.3K	﹤0.01%	615

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

TCG

Tremblant Capital Group West Palm Beach, Florida $3.48B AUM 29.32% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Private Wealth Management Group's QTWO Position: Q2 2026 in Review

Private Wealth Management Group increased its Q2 Holdings (QTWO) stake by 12% in Q2 2026, buying an estimated $712 and bringing the position to 136 shares worth $6.54K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

Private Wealth Management Group first reported a position in QTWO in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.2K in Q4 2024. 328 funds tracked by Wall St. Rank hold QTWO as of Q2 2026.

Private Wealth Management Group held 136 shares of Q2 Holdings worth $6.54K as of Q2 2026.
Private Wealth Management Group bought 15 Q2 Holdings shares in Q2 2026, an estimated $712.
Q2 Holdings made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #732 holding.
Private Wealth Management Group first reported a position in Q2 Holdings in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Q2 Holdings position peaked at $12.2K in Q4 2024.
328 funds tracked by Wall St. Rank held Q2 Holdings as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.