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Wealthspire Advisors (New York)’s Q2 Holdings QTWO Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-76
Closed -$5.5K – 2439
2025
Q3 		$5.5K Buy
+76
New +$6.24K ﹤0.01% 2291

Other funds holding QTWO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s QTWO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Q2 Holdings (QTWO) in Q4 2025, closing a stake of 76 shares — an estimated $5.5K sold.

Wealthspire Advisors (New York) first reported a position in QTWO in Q3 2025 and held it in 1 quarter. The position peaked at $5.5K in Q3 2025. 349 funds tracked by Wall St. Rank hold QTWO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Q2 Holdings position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 76 Q2 Holdings shares in Q4 2025, an estimated $5.5K.
  • Wealthspire Advisors (New York) first reported a position in Q2 Holdings in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Q2 Holdings position peaked at $5.5K in Q3 2025.
  • 349 funds tracked by Wall St. Rank held Q2 Holdings as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.