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Summit Securities Group’s Q2 Holdings QTWO Stock Holding History

Summit Securities 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
2025
Q2 		– Sell
-800
Closed -$64K – 1365
2025
Q1 		$64K Buy
+800
New +$70.6K 0.01% 287
2024
Q3 		– Sell
-1
Closed – – 811
2024
Q2 		$0 Buy
+1
New +$57 ﹤0.01% 747
2022
Q3 		– Sell
-1,500
Closed -$58K – 1124
2022
Q2 		$58K Buy
+1,500
New +$72.9K 0.01% 516

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

Summit Securities Group's QTWO Position: Q2 2025 in Review

Summit Securities Group sold out of Q2 Holdings (QTWO) in Q2 2025, closing a stake of 800 shares — an estimated $64K sold.

Summit Securities Group first reported a position in QTWO in Q2 2022 and held it in 3 quarters. The position peaked at $64K in Q1 2025. 328 funds tracked by Wall St. Rank hold QTWO as of Q2 2025.

  • Summit Securities Group reported no remaining Q2 Holdings position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 800 Q2 Holdings shares in Q2 2025, an estimated $64K.
  • Summit Securities Group first reported a position in Q2 Holdings in Q2 2022 and held it in 3 quarters.
  • Summit Securities Group's Q2 Holdings position peaked at $64K in Q1 2025.
  • 328 funds tracked by Wall St. Rank held Q2 Holdings as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.