Avantax Advisory Services’s Steris STE Stock Holding History

Avantax Advisory 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
2025 Q2	$556K	Sell	2,314 -1,317	-36%	-$307K	﹤0.01%	1525
2025 Q1	$823K	Buy	3,631 +511	+16%	+$112K	0.01%	1189
2024 Q4	$641K	Sell	3,120 -154	-5%	-$33.8K	﹤0.01%	1298
2024 Q3	$794K	Sell	3,274 -251	-7%	-$58.7K	0.01%	1145
2024 Q2	$774K	Buy	+3,525	New	+$766K	0.01%	1120
2023 Q3	–	Sell	-974	Closed	-$219K	–	1619
2023 Q2	$219K	Buy	+974	New	+$195K	﹤0.01%	1356
2023 Q1	–	Sell	-1,118	Closed	-$207K	–	1539
2022 Q4	$207K	Buy	+1,118	New	+$197K	﹤0.01%	1294
2022 Q2	–	Sell	-959	Closed	-$231K	–	1389
2022 Q1	$231K	Sell	959 -32	-3%	-$7.42K	﹤0.01%	1127
2021 Q4	$241K	Buy	+991	New	+$226K	﹤0.01%	1086

Other funds holding STE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

GIM

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

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

OAG

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Avantax Advisory Services's STE Position: Q2 2025 in Review

Avantax Advisory Services reduced its Steris (STE) stake by 36% in Q2 2025, selling an estimated $307K and leaving 2,314 shares worth $556K. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

Avantax Advisory Services first reported a position in STE in Q4 2021 and has held it in 9 quarters since. The position peaked at $823K in Q1 2025. 835 funds tracked by Wall St. Rank hold STE as of Q2 2025.

Avantax Advisory Services held 2,314 shares of Steris worth $556K as of Q2 2025.
Avantax Advisory Services sold 1,317 Steris shares in Q2 2025, an estimated $307K.
Steris made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1525 holding.
Avantax Advisory Services first reported a position in Steris in Q4 2021 and has held it in 9 quarters since.
Avantax Advisory Services's Steris position peaked at $823K in Q1 2025.
835 funds tracked by Wall St. Rank held Steris as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.