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True Wealth Design’s Q2 Holdings QTWO Stock Holding History

True Wealth Design’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 		$9.91K Buy
206
+43
+26% +$2.04K ﹤0.01% 1060
2026
Q1 		$7.71K Buy
163
+143
+715% +$8.06K ﹤0.01% 1060
2025
Q4 		$1.44K Buy
+20
New +$1.37K ﹤0.01% 1572
2025
Q3 		– Sell
-3
Closed -$281 – 2853
2025
Q2 		$281 Hold
3
– – ﹤0.01% 1969
2025
Q1 		$241 Sell
3
-3
-50% -$265 ﹤0.01% 1880
2024
Q4 		$604 Hold
6
– – ﹤0.01% 1058
2024
Q3 		$479 Buy
+6
New +$423 ﹤0.01% 1107

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 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

True Wealth Design's QTWO Position: Q2 2026 in Review

True Wealth Design increased its Q2 Holdings (QTWO) stake by 26% in Q2 2026, buying an estimated $2.04K and bringing the position to 206 shares worth $9.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

True Wealth Design first reported a position in QTWO in Q3 2024 and has held it in 7 quarters since. 328 funds tracked by Wall St. Rank hold QTWO as of Q2 2026.

  • True Wealth Design held 206 shares of Q2 Holdings worth $9.91K as of Q2 2026.
  • True Wealth Design bought 43 Q2 Holdings shares in Q2 2026, an estimated $2.04K.
  • Q2 Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1060 holding.
  • True Wealth Design first reported a position in Q2 Holdings in Q3 2024 and has held it in 7 quarters since.
  • 328 funds tracked by Wall St. Rank held Q2 Holdings as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.