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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
Q2 		$1.14M Buy
5,415
+1,759
+48% +$377K 0.04% 98
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 $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

Advocacy Wealth Management Services's STE Position: Q2 2026 in Review

Advocacy Wealth Management Services increased its Steris (STE) stake by 48% in Q2 2026, buying an estimated $377K and bringing the position to 5,415 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #98.

Advocacy Wealth Management Services first reported a position in STE in Q4 2025 and has held it in 3 quarters since. 835 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Advocacy Wealth Management Services held 5,415 shares of Steris worth $1.14M as of Q2 2026.
  • Advocacy Wealth Management Services bought 1,759 Steris shares in Q2 2026, an estimated $377K.
  • Steris made up 0.04% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #98 holding.
  • Advocacy Wealth Management Services first reported a position in Steris in Q4 2025 and has held it in 3 quarters since.
  • 835 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.