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Twin Peaks Wealth Advisors’s Graham Corp GHM Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio GHM Stock Details GHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-46
Closed -$3.63K – 1009
2026
Q1 		$3.63K Buy
+46
New +$3.6K ﹤0.01% 1508

Other funds holding GHM

BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

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

Twin Peaks Wealth Advisors sold out of Graham Corp (GHM) in Q2 2026, closing a stake of 46 shares — an estimated $3.63K sold.

Twin Peaks Wealth Advisors first reported a position in GHM in Q1 2026 and held it in 1 quarter. The position peaked at $3.63K in Q1 2026. 221 funds tracked by Wall St. Rank hold GHM as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Graham Corp position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 46 Graham Corp shares in Q2 2026, an estimated $3.63K.
  • Twin Peaks Wealth Advisors first reported a position in Graham Corp in Q1 2026 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Graham Corp position peaked at $3.63K in Q1 2026.
  • 221 funds tracked by Wall St. Rank held Graham Corp as of Q2 2026.

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