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Avion Wealth’s Steris STE Stock Holding History

Avion Wealth’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
Q2 		$2K Buy
13
+9
+225% +$1.93K ﹤0.01% 1130
2026
Q1 		$0 Sell
4
-12
-75% -$2.94K ﹤0.01% 1583
2025
Q4 		$4K Hold
16
– – ﹤0.01% 737
2025
Q3 		$3K Buy
16
+1
+7% +$239 ﹤0.01% 795
2025
Q2 		$3K Buy
15
+7
+88% +$1.63K ﹤0.01% 752
2025
Q1 		$1K Hold
8
– – ﹤0.01% 929
2024
Q4 		$1K Buy
8
+4
+100% +$878 ﹤0.01% 927
2024
Q3 		$0 Sell
4
-2
-33% -$468 ﹤0.01% 1313
2024
Q2 		$1K Buy
6
+2
+50% +$434 ﹤0.01% 816
2024
Q1 		$1K Buy
+4
New +$902 ﹤0.01% 1082
2023
Q4 		– Sell
-7
Closed -$1K – 1329
2023
Q3 		$1K Buy
+7
New +$1.58K ﹤0.01% 730

Other funds holding STE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Avion Wealth's STE Position: Q2 2026 in Review

Avion Wealth increased its Steris (STE) stake by 225% in Q2 2026, buying an estimated $1.93K and bringing the position to 13 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Avion Wealth first reported a position in STE in Q3 2023 and has held it in 11 quarters since. The position peaked at $4K in Q4 2025. 830 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Avion Wealth held 13 shares of Steris worth $2K as of Q2 2026.
  • Avion Wealth bought 9 Steris shares in Q2 2026, an estimated $1.93K.
  • Steris made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1130 holding.
  • Avion Wealth first reported a position in Steris in Q3 2023 and has held it in 11 quarters since.
  • Avion Wealth's Steris position peaked at $4K in Q4 2025.
  • 830 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.