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Twin Peaks Wealth Advisors’s Adeia ADEA Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio ADEA Stock Details ADEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-380
Closed -$9.13K – 258
2026
Q1 		$9.13K Buy
+380
New +$7.7K ﹤0.01% 1111
2025
Q3 		– Sell
-328
Closed -$4.84K – 191
2025
Q2 		$4.84K Buy
+328
New +$4.24K ﹤0.01% 1321

Other funds holding ADEA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Twin Peaks Wealth Advisors's ADEA Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Adeia (ADEA) in Q2 2026, closing a stake of 380 shares — an estimated $9.13K sold.

Twin Peaks Wealth Advisors first reported a position in ADEA in Q2 2025 and held it in 2 quarters. The position peaked at $9.13K in Q1 2026. 301 funds tracked by Wall St. Rank hold ADEA as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Adeia position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 380 Adeia shares in Q2 2026, an estimated $9.13K.
  • Twin Peaks Wealth Advisors first reported a position in Adeia in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Adeia position peaked at $9.13K in Q1 2026.
  • 301 funds tracked by Wall St. Rank held Adeia as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.