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Twin Peaks Wealth Advisors’s Steris STE Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio STE Stock Details STE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-27
Closed -$5.97K – 1935
2026
Q1 		$5.97K Buy
+27
New +$6.61K ﹤0.01% 1314
2025
Q3 		– Sell
-35
Closed -$8.53K – 1860
2025
Q2 		$8.53K Buy
+35
New +$8.15K ﹤0.01% 1028

Other funds holding STE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

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

Twin Peaks Wealth Advisors sold out of Steris (STE) in Q2 2026, closing a stake of 27 shares — an estimated $5.97K sold.

Twin Peaks Wealth Advisors first reported a position in STE in Q2 2025 and held it in 2 quarters. The position peaked at $8.53K in Q2 2025. 838 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Steris position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 27 Steris shares in Q2 2026, an estimated $5.97K.
  • Twin Peaks Wealth Advisors first reported a position in Steris in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Steris position peaked at $8.53K in Q2 2025.
  • 838 funds tracked by Wall St. Rank held Steris as of Q2 2026.

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