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Stephens Consulting’s Q2 Holdings QTWO Stock Holding History

Stephens Consulting’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
Q2 		– Sell
-20
Closed -$1.6K – 1809
2025
Q1 		$1.6K Buy
+20
New +$1.76K ﹤0.01% 491
2024
Q3 		– Sell
-65
Closed -$3.92K – 623
2024
Q2 		$3.92K Buy
+65
New +$3.73K ﹤0.01% 432

Other funds holding QTWO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Stephens Consulting's QTWO Position: Q2 2025 in Review

Stephens Consulting sold out of Q2 Holdings (QTWO) in Q2 2025, closing a stake of 20 shares — an estimated $1.6K sold.

Stephens Consulting first reported a position in QTWO in Q2 2024 and held it in 2 quarters. The position peaked at $3.92K in Q2 2024. 328 funds tracked by Wall St. Rank hold QTWO as of Q2 2025.

  • Stephens Consulting reported no remaining Q2 Holdings position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 20 Q2 Holdings shares in Q2 2025, an estimated $1.6K.
  • Stephens Consulting first reported a position in Q2 Holdings in Q2 2024 and held it in 2 quarters.
  • Stephens Consulting's Q2 Holdings position peaked at $3.92K in Q2 2024.
  • 328 funds tracked by Wall St. Rank held Q2 Holdings as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.