AWM
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AE Wealth Management’s Steris STE Stock Holding History

AE Wealth Management’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 		$270K Sell
1,219
-2,877
-70% -$704K ﹤0.01% 1447
2025
Q4 		$1.04M Buy
+4,096
New +$1.03M 0.01% 791
2024
Q1 		– Sell
-5,945
Closed -$1.28M – 1878
2023
Q4 		$1.28M Buy
5,945
+1,252
+27% +$265K 0.01% 1064
2023
Q3 		$1.03M Buy
4,693
+28
+0.6% +$6.33K 0.01% 1086
2023
Q2 		$1.05M Buy
4,665
+32
+0.7% +$6.4K 0.01% 1077
2023
Q1 		$886K Sell
4,633
-1,591
-26% -$308K 0.01% 1097
2022
Q4 		$1.15M Sell
6,224
-837
-12% -$147K 0.01% 929
2022
Q3 		$1.17M Buy
7,061
+3,558
+102% +$724K 0.01% 886
2022
Q2 		$722K Buy
3,503
+170
+5% +$38.3K 0.01% 1008
2022
Q1 		$806K Sell
3,333
-40
-1% -$9.27K 0.01% 1001
2021
Q4 		$821K Buy
3,373
+274
+9% +$62.6K 0.01% 1017
2021
Q3 		$633K Buy
3,099
+37
+1% +$7.92K 0.01% 1062
2021
Q2 		$632K Buy
3,062
+109
+4% +$21.9K 0.01% 1044
2021
Q1 		$562K Sell
2,953
-4,084
-58% -$758K 0.01% 977
2020
Q4 		$1.33M Sell
7,037
-72
-1% -$13.4K 0.02% 617
2020
Q3 		$1.25M Buy
7,109
+677
+11% +$108K 0.02% 568
2020
Q2 		$987K Sell
6,432
-3,812
-37% -$581K 0.02% 629
2020
Q1 		$1.43M Buy
10,244
+8,643
+540% +$1.29M 0.03% 390
2019
Q4 		$244K Sell
1,601
-64
-4% -$9.38K 0.01% 986
2019
Q3 		$241K Sell
1,665
-105
-6% -$15.7K 0.01% 863
2019
Q2 		$264K Buy
+1,770
New +$236K 0.01% 798

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

AE Wealth Management's STE Position: Q1 2026 in Review

AE Wealth Management reduced its Steris (STE) stake by 70% in Q1 2026, selling an estimated $704K and leaving 1,219 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

AE Wealth Management first reported a position in STE in Q2 2019 and has held it in 21 quarters since. The position peaked at $1.43M in Q1 2020. 838 funds tracked by Wall St. Rank hold STE as of Q1 2026.

  • AE Wealth Management held 1,219 shares of Steris worth $270K as of Q1 2026.
  • AE Wealth Management sold 2,877 Steris shares in Q1 2026, an estimated $704K.
  • Steris made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1447 holding.
  • AE Wealth Management first reported a position in Steris in Q2 2019 and has held it in 21 quarters since.
  • AE Wealth Management's Steris position peaked at $1.43M in Q1 2020.
  • 838 funds tracked by Wall St. Rank held Steris as of Q1 2026.

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