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Steward Partners Investment Advisory’s Q2 Holdings QTWO Stock Holding History

Steward Partners Investment Advisory’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 		$3.27K Sell
68
-69
-50% -$3.28K ﹤0.01% 4112
2026
Q1 		$6.48K Hold
137
– – ﹤0.01% 3721
2025
Q4 		$9.89K Hold
137
– – ﹤0.01% 3450
2025
Q3 		$9.92K Buy
+137
New +$11.3K ﹤0.01% 3413
2021
Q2 		– Sell
-994
Closed -$99.6K – 7336
2021
Q1 		$99.6K Buy
+994
New +$124K ﹤0.01% 1628

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

Steward Partners Investment Advisory's QTWO Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Q2 Holdings (QTWO) stake by 50% in Q2 2026, selling an estimated $3.28K and leaving 68 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #4112.

Steward Partners Investment Advisory first reported a position in QTWO in Q1 2021 and has held it in 5 quarters since. The position peaked at $99.6K in Q1 2021. 309 funds tracked by Wall St. Rank hold QTWO as of Q2 2026.

  • Steward Partners Investment Advisory held 68 shares of Q2 Holdings worth $3.27K as of Q2 2026.
  • Steward Partners Investment Advisory sold 69 Q2 Holdings shares in Q2 2026, an estimated $3.28K.
  • Q2 Holdings made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4112 holding.
  • Steward Partners Investment Advisory first reported a position in Q2 Holdings in Q1 2021 and has held it in 5 quarters since.
  • Steward Partners Investment Advisory's Q2 Holdings position peaked at $99.6K in Q1 2021.
  • 309 funds tracked by Wall St. Rank held Q2 Holdings as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.