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Aprio Wealth Management’s Steris STE Stock Holding History

Aprio 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 		– Sell
-1,488
Closed -$377K – 634
2025
Q4 		$377K Buy
1,488
+116
+8% +$29.1K 0.02% 373
2025
Q3 		$339K Sell
1,372
-73
-5% -$17.5K 0.03% 301
2025
Q2 		$347K Buy
1,445
+142
+11% +$33.1K 0.04% 249
2025
Q1 		$295K Buy
+1,303
New +$287K 0.04% 271

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

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

Aprio Wealth Management sold out of Steris (STE) in Q1 2026, closing a stake of 1,488 shares — an estimated $377K sold.

Aprio Wealth Management first reported a position in STE in Q1 2025 and held it in 4 quarters. The position peaked at $377K in Q4 2025. 838 funds tracked by Wall St. Rank hold STE as of Q1 2026.

  • Aprio Wealth Management reported no remaining Steris position as of Q1 2026 after selling out during the quarter.
  • Aprio Wealth Management sold 1,488 Steris shares in Q1 2026, an estimated $377K.
  • Aprio Wealth Management first reported a position in Steris in Q1 2025 and held it in 4 quarters.
  • Aprio Wealth Management's Steris position peaked at $377K in Q4 2025.
  • 838 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.