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B. Riley Wealth Advisors’s Steris STE Stock Holding History

B. Riley Wealth Advisors’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
-1,136
Closed -$258K – 1341
2025
Q1 		$258K Buy
1,136
+31
+3% +$6.82K 0.01% 1046
2024
Q4 		$227K Sell
1,105
-158
-13% -$34.7K 0.01% 985
2024
Q3 		$302K Sell
1,263
-51
-4% -$11.9K 0.01% 951
2024
Q2 		$288K Sell
1,314
-658
-33% -$143K 0.01% 1049
2024
Q1 		$433K Buy
1,972
+209
+12% +$47.1K 0.01% 865
2023
Q4 		$388K Sell
1,763
-209
-11% -$44.2K 0.01% 943
2023
Q3 		$433K Buy
1,972
+269
+16% +$60.9K 0.01% 865
2023
Q2 		$383K Sell
1,703
-96
-5% -$19.2K 0.01% 996
2023
Q1 		$344K Buy
1,799
+261
+17% +$50.4K 0.01% 995
2022
Q4 		$284K Buy
1,538
+216
+16% +$38K 0.01% 1072
2022
Q3 		$221K Buy
+1,322
New +$269K 0.01% 1181
2022
Q2 		– Sell
-1,252
Closed -$304K – 1376
2022
Q1 		$304K Buy
+1,252
New +$290K 0.01% 1000
2021
Q1 		– Sell
-1,386
Closed -$264K – 1409
2020
Q4 		$264K Buy
+1,386
New +$259K 0.01% 827
2015
Q1 		– Sell
-82
Closed -$5K – 1801
2014
Q4 		$5K Buy
+82
New +$5.07K ﹤0.01% 3166

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

B. Riley Wealth Advisors's STE Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Steris (STE) in Q2 2025, closing a stake of 1,136 shares — an estimated $258K sold.

B. Riley Wealth Advisors first reported a position in STE in Q4 2014 and held it in 14 quarters. The position peaked at $433K in Q1 2024. 836 funds tracked by Wall St. Rank hold STE as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Steris position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,136 Steris shares in Q2 2025, an estimated $258K.
  • B. Riley Wealth Advisors first reported a position in Steris in Q4 2014 and held it in 14 quarters.
  • B. Riley Wealth Advisors's Steris position peaked at $433K in Q1 2024.
  • 836 funds tracked by Wall St. Rank held Steris as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.