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Advocacy Wealth Management Services’s Steris STE Stock Holding History

Advocacy Wealth Management Services’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 		$808K Buy
3,656
+1,187
+48% +$290K 0.04% 109
2025
Q4 		$626K Buy
+2,469
New +$620K 0.03% 115

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

Advocacy Wealth Management Services's STE Position: Q1 2026 in Review

Advocacy Wealth Management Services increased its Steris (STE) stake by 48% in Q1 2026, buying an estimated $290K and bringing the position to 3,656 shares worth $808K. The position accounts for 0.04% of the portfolio, ranked #109.

Advocacy Wealth Management Services first reported a position in STE in Q4 2025 and has held it in 2 quarters since. 838 funds tracked by Wall St. Rank hold STE as of Q1 2026.

  • Advocacy Wealth Management Services held 3,656 shares of Steris worth $808K as of Q1 2026.
  • Advocacy Wealth Management Services bought 1,187 Steris shares in Q1 2026, an estimated $290K.
  • Steris made up 0.04% of Advocacy Wealth Management Services's portfolio in Q1 2026, its #109 holding.
  • Advocacy Wealth Management Services first reported a position in Steris in Q4 2025 and has held it in 2 quarters since.
  • 838 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2026, filed 12 May 2026.