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Twin Peaks Wealth Advisors’s Nasdaq NDAQ Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-475
Closed -$40.3K – 1480
2026
Q1 		$40.3K Buy
+475
New +$42.6K 0.01% 482
2025
Q3 		– Sell
-284
Closed -$27.3K – 1406
2025
Q2 		$27.3K Buy
+284
New +$22.7K 0.01% 497

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Twin Peaks Wealth Advisors sold out of Nasdaq (NDAQ) in Q2 2026, closing a stake of 475 shares — an estimated $40.3K sold.

Twin Peaks Wealth Advisors first reported a position in NDAQ in Q2 2025 and held it in 2 quarters. The position peaked at $40.3K in Q1 2026. 1,087 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Nasdaq position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 475 Nasdaq shares in Q2 2026, an estimated $40.3K.
  • Twin Peaks Wealth Advisors first reported a position in Nasdaq in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Nasdaq position peaked at $40.3K in Q1 2026.
  • 1,087 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

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