Twin Peaks Wealth Advisors’s STAAR Surgical STAA Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio STAA Stock Details STAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2	Closed	-$55	–	1855
2025 Q2	$55	Buy	+2	New	+$35	﹤0.01%	2184

Other funds holding STAA

Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Twin Peaks Wealth Advisors's STAA Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of STAAR Surgical (STAA) in Q3 2025, closing a stake of 2 shares — an estimated $55 sold.

Twin Peaks Wealth Advisors first reported a position in STAA in Q2 2025 and held it in 1 quarter. The position peaked at $55 in Q2 2025. 196 funds tracked by Wall St. Rank hold STAA as of Q3 2025.

Twin Peaks Wealth Advisors reported no remaining STAAR Surgical position as of Q3 2025 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 2 STAAR Surgical shares in Q3 2025, an estimated $55.
Twin Peaks Wealth Advisors first reported a position in STAAR Surgical in Q2 2025 and held it in 1 quarter.
Twin Peaks Wealth Advisors's STAAR Surgical position peaked at $55 in Q2 2025.
196 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.