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Twin Peaks Wealth Advisors’s Ziff Davis ZD Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio ZD Stock Details ZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-149
Closed -$6.25K – 2280
2026
Q1 		$6.25K Buy
+149
New +$5.48K ﹤0.01% 1296
2025
Q3 		– Sell
-92
Closed -$3.19K – 2205
2025
Q2 		$3.19K Buy
+92
New +$2.96K ﹤0.01% 1488

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Twin Peaks Wealth Advisors sold out of Ziff Davis (ZD) in Q2 2026, closing a stake of 149 shares — an estimated $6.25K sold.

Twin Peaks Wealth Advisors first reported a position in ZD in Q2 2025 and held it in 2 quarters. The position peaked at $6.25K in Q1 2026. 268 funds tracked by Wall St. Rank hold ZD as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Ziff Davis position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 149 Ziff Davis shares in Q2 2026, an estimated $6.25K.
  • Twin Peaks Wealth Advisors first reported a position in Ziff Davis in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Ziff Davis position peaked at $6.25K in Q1 2026.
  • 268 funds tracked by Wall St. Rank held Ziff Davis as of Q2 2026.

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