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Peak shares owned by Portside Wealth Group

Quarter-by-quarter ownership of Peak (DOC) shares owned by Portside Wealth Group from 13F filings

Historical chart of Portside Wealth Group investment in Peak

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All positions including Peak held by Portside Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Peak by Portside Wealth Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $191k 12k 16.43
2023-06-30 $271k 14k 20.10

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Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Tesla Motors (TSLA)
Alphabet Cap Stk Cl C (GOOG)
Visa Com Cl A (V)
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View all positions for Portside Wealth Group

Top funds holding Peak

Vanguard Group
BlackRock
Vanguard Portfolio Management
State Street Corporation
Vanguard Capital Management
Hanna Zanoni
Geode Capital Management
Invesco
Principal Financial Group
Bank of New York Mellon
Morgan Stanley
Bank of America Corporation
Charles Schwab Investment Management
Dimensional Fund Advisors
FMR

View all funds holding Peak