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Total Wealth Planning & Management’s D-Wave Quantum QBTS Stock Holding History

Total Wealth Planning & Management’s Portfolio QBTS Stock Details QBTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-9,569
Closed -$250K – 233
2025
Q4 		$250K Buy
+9,569
New +$279K 0.19% 178
2025
Q2 		$175K Sell
11,958
-4,392
-27% -$51.7K 0.14% 195
2025
Q1 		$124K Buy
+16,350
New +$110K 0.12% 185

Other funds holding QBTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Total Wealth Planning & Management's QBTS Position: Q1 2026 in Review

Total Wealth Planning & Management sold out of D-Wave Quantum (QBTS) in Q1 2026, closing a stake of 9,569 shares — an estimated $250K sold.

Total Wealth Planning & Management first reported a position in QBTS in Q1 2025 and held it in 3 quarters. The position peaked at $250K in Q4 2025. 490 funds tracked by Wall St. Rank hold QBTS as of Q1 2026.

  • Total Wealth Planning & Management reported no remaining D-Wave Quantum position as of Q1 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 9,569 D-Wave Quantum shares in Q1 2026, an estimated $250K.
  • Total Wealth Planning & Management first reported a position in D-Wave Quantum in Q1 2025 and held it in 3 quarters.
  • Total Wealth Planning & Management's D-Wave Quantum position peaked at $250K in Q4 2025.
  • 490 funds tracked by Wall St. Rank held D-Wave Quantum as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.