Savant Capital’s Q2 Holdings QTWO Stock Holding History

Savant Capital’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
2025 Q1	–	Sell	-3,964	Closed	-$399K	–	1357
2024 Q4	$399K	Hold	3,964	–	–	﹤0.01%	974
2024 Q3	$316K	Buy	+3,964	New	+$280K	﹤0.01%	1065

Other funds holding QTWO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Savant Capital's QTWO Position: Q1 2025 in Review

Savant Capital sold out of Q2 Holdings (QTWO) in Q1 2025, closing a stake of 3,964 shares — an estimated $399K sold.

Savant Capital first reported a position in QTWO in Q3 2024 and held it in 2 quarters. The position peaked at $399K in Q4 2024. 337 funds tracked by Wall St. Rank hold QTWO as of Q1 2025.

Savant Capital reported no remaining Q2 Holdings position as of Q1 2025 after selling out during the quarter.
Savant Capital sold 3,964 Q2 Holdings shares in Q1 2025, an estimated $399K.
Savant Capital first reported a position in Q2 Holdings in Q3 2024 and held it in 2 quarters.
Savant Capital's Q2 Holdings position peaked at $399K in Q4 2024.
337 funds tracked by Wall St. Rank held Q2 Holdings as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.