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Sheets Smith Wealth Management’s Q2 Holdings QTWO Stock Holding History

Sheets Smith Wealth Management’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
Q3 		– Sell
-5,458
Closed -$511K – 422
2025
Q2 		$511K Buy
+5,458
New +$460K 0.06% 281

Other funds holding QTWO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Sheets Smith Wealth Management's QTWO Position: Q3 2025 in Review

Sheets Smith Wealth Management sold out of Q2 Holdings (QTWO) in Q3 2025, closing a stake of 5,458 shares — an estimated $511K sold.

Sheets Smith Wealth Management first reported a position in QTWO in Q2 2025 and held it in 1 quarter. The position peaked at $511K in Q2 2025. 328 funds tracked by Wall St. Rank hold QTWO as of Q3 2025.

  • Sheets Smith Wealth Management reported no remaining Q2 Holdings position as of Q3 2025 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 5,458 Q2 Holdings shares in Q3 2025, an estimated $511K.
  • Sheets Smith Wealth Management first reported a position in Q2 Holdings in Q2 2025 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Q2 Holdings position peaked at $511K in Q2 2025.
  • 328 funds tracked by Wall St. Rank held Q2 Holdings as of Q3 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.