AWM
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Avior Wealth Management’s Steris STE Stock Holding History

Avior 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
2025
Q2 		– Sell
-902
Closed -$204K – 775
2025
Q1 		$204K Buy
902
+4
+0.4% +$880 0.01% 656
2024
Q4 		$185K Sell
898
-138
-13% -$30.3K 0.01% 723
2024
Q3 		$251K Sell
1,036
-133
-11% -$31.1K 0.01% 638
2024
Q2 		$257K Buy
1,169
+93
+9% +$20.2K 0.01% 610
2024
Q1 		$242K Buy
1,076
+1,047
+3,610% +$236K 0.01% 655
2023
Q4 		$6.38K Hold
29
– – ﹤0.01% 1082
2023
Q3 		$6.36K Buy
+29
New +$6.56K ﹤0.01% 1121
2021
Q2 		– Sell
-3,568
Closed -$679K – 1129
2021
Q1 		$679K Buy
3,568
+694
+24% +$129K 0.07% 232
2020
Q4 		$544K Sell
2,874
-480
-14% -$89.6K 0.07% 248
2020
Q3 		$590K Buy
3,354
+200
+6% +$32K 0.08% 206
2020
Q2 		$483K Buy
3,154
+968
+44% +$147K 0.08% 241
2020
Q1 		$305K Buy
2,186
+96
+5% +$14.4K 0.06% 269
2019
Q4 		$318K Hold
2,090
– – 0.05% 313
2019
Q3 		$301K Sell
2,090
-510
-20% -$76.2K 0.05% 299
2019
Q2 		$387K Sell
2,600
-700
-21% -$93.5K 0.07% 250
2019
Q1 		$422K Buy
3,300
+1,080
+49% +$127K 0.09% 226
2018
Q4 		$237K Buy
2,220
+30
+1% +$3.35K 0.06% 279
2018
Q3 		$251K Hold
2,190
– – 0.05% 297
2018
Q2 		$230K Sell
2,190
-480
-18% -$48.3K 0.05% 298
2018
Q1 		$249K Sell
2,670
-550
-17% -$50K 0.06% 263
2017
Q4 		$282K Buy
+3,220
New +$287K 0.06% 257

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 $3.38T AUM 44.17% 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

Avior Wealth Management's STE Position: Q2 2025 in Review

Avior Wealth Management sold out of Steris (STE) in Q2 2025, closing a stake of 902 shares — an estimated $204K sold.

Avior Wealth Management first reported a position in STE in Q4 2017 and held it in 21 quarters. The position peaked at $679K in Q1 2021. 836 funds tracked by Wall St. Rank hold STE as of Q2 2025.

  • Avior Wealth Management reported no remaining Steris position as of Q2 2025 after selling out during the quarter.
  • Avior Wealth Management sold 902 Steris shares in Q2 2025, an estimated $204K.
  • Avior Wealth Management first reported a position in Steris in Q4 2017 and held it in 21 quarters.
  • Avior Wealth Management's Steris position peaked at $679K in Q1 2021.
  • 836 funds tracked by Wall St. Rank held Steris as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.