Atria Wealth Solutions’s Steris STE Stock Holding History

Atria Wealth Solutions’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
2025 Q2	–	Sell	-1,802	Closed	-$409K	–	1873
2025 Q1	$409K	Buy	1,802 +615	+52%	+$135K	﹤0.01%	1300
2024 Q4	$244K	Sell	1,187 -112	-9%	-$24.6K	﹤0.01%	1681
2024 Q3	$315K	Sell	1,299 -1,135	-47%	-$265K	﹤0.01%	1483
2024 Q2	$534K	Sell	2,434 -457	-16%	-$99.3K	0.01%	1207
2024 Q1	$650K	Sell	2,891 -82	-3%	-$18.5K	0.01%	1127
2023 Q4	$654K	Buy	2,973 +99	+3%	+$20.9K	0.01%	1074
2023 Q3	$630K	Sell	2,874 -97	-3%	-$21.9K	0.01%	1025
2023 Q2	$668K	Sell	2,971 -298	-9%	-$59.6K	0.01%	1030
2023 Q1	$625K	Buy	3,269 +1,222	+60%	+$236K	0.01%	1010
2022 Q4	$378K	Sell	2,047 -397	-16%	-$69.8K	0.01%	1230
2022 Q3	$406K	Sell	2,444 -1,219	-33%	-$248K	0.01%	1143
2022 Q2	$755K	Buy	3,663 +1,369	+60%	+$309K	0.02%	814
2022 Q1	$555K	Buy	+2,294	New	+$532K	0.01%	1009

Other funds holding STE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return