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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Twin Peaks Wealth Advisors's STE Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Steris (STE) in Q1 2026: 27 shares worth $5.97K. The stake represents ﹤0.01% of the portfolio and ranks #1314 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in STE as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in STE in Q2 2025 and has held it in 2 quarters since. The position peaked at $8.53K in Q2 2025. 838 funds tracked by Wall St. Rank hold STE as of Q1 2026.

  • Twin Peaks Wealth Advisors held 27 shares of Steris worth $5.97K as of Q1 2026.
  • Steris was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Steris made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1314 holding.
  • Twin Peaks Wealth Advisors first reported a position in Steris in Q2 2025 and has held it in 2 quarters since.
  • 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 Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.