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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 0.01% 814
2022
Q1 		$555K Buy
+2,294
New +$532K 0.01% 1009

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Atria Wealth Solutions's STE Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Steris (STE) in Q2 2025, closing a stake of 1,802 shares — an estimated $409K sold.

Atria Wealth Solutions first reported a position in STE in Q1 2022 and held it in 13 quarters. The position peaked at $755K in Q2 2022. 836 funds tracked by Wall St. Rank hold STE as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Steris position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 1,802 Steris shares in Q2 2025, an estimated $409K.
  • Atria Wealth Solutions first reported a position in Steris in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Steris position peaked at $755K in Q2 2022.
  • 836 funds tracked by Wall St. Rank held Steris as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.