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Twin Peaks Wealth Advisors’s Omega Healthcare OHI Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio OHI Stock Details OHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-173
Closed -$7.58K – 1559
2026
Q1 		$7.58K Buy
+173
New +$7.89K ﹤0.01% 1201
2025
Q3 		– Sell
-67
Closed -$2.71K – 1477
2025
Q2 		$2.71K Buy
+67
New +$2.49K ﹤0.01% 1534

Other funds holding OHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 OHI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Omega Healthcare (OHI) in Q2 2026, closing a stake of 173 shares — an estimated $7.58K sold.

Twin Peaks Wealth Advisors first reported a position in OHI in Q2 2025 and held it in 2 quarters. The position peaked at $7.58K in Q1 2026. 762 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Omega Healthcare position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 173 Omega Healthcare shares in Q2 2026, an estimated $7.58K.
  • Twin Peaks Wealth Advisors first reported a position in Omega Healthcare in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Omega Healthcare position peaked at $7.58K in Q1 2026.
  • 762 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

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