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Twin Peaks Wealth Advisors’s Alarm.com ALRM Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio ALRM Stock Details ALRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-332
Closed -$14.3K – 310
2026
Q1 		$14.3K Buy
+332
New +$15.8K ﹤0.01% 865
2025
Q3 		– Sell
-116
Closed -$6.38K – 246
2025
Q2 		$6.38K Buy
+116
New +$6.43K ﹤0.01% 1173

Other funds holding ALRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Twin Peaks Wealth Advisors sold out of Alarm.com (ALRM) in Q2 2026, closing a stake of 332 shares — an estimated $14.3K sold.

Twin Peaks Wealth Advisors first reported a position in ALRM in Q2 2025 and held it in 2 quarters. The position peaked at $14.3K in Q1 2026. 314 funds tracked by Wall St. Rank hold ALRM as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Alarm.com position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 332 Alarm.com shares in Q2 2026, an estimated $14.3K.
  • Twin Peaks Wealth Advisors first reported a position in Alarm.com in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Alarm.com position peaked at $14.3K in Q1 2026.
  • 314 funds tracked by Wall St. Rank held Alarm.com as of Q2 2026.

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