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Berry Wealth Group’s Steris STE Stock Holding History

Berry Wealth Group’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
Q3 		– Sell
-1,251
Closed -$300K – 100
2025
Q2 		$300K Buy
1,251
+63
+5% +$14.7K 0.21% 69
2025
Q1 		$269K Buy
1,188
+69
+6% +$15.2K 0.21% 73
2024
Q4 		$230K Sell
1,119
-9
-0.8% -$1.97K 0.17% 80
2024
Q3 		$274K Sell
1,128
-21
-2% -$4.91K 0.2% 68
2024
Q2 		$252K Buy
1,149
+129
+13% +$28K 0.2% 61
2024
Q1 		$229K Sell
1,020
-463
-31% -$104K 0.19% 74
2023
Q4 		$326K Buy
+1,483
New +$314K 0.3% 49

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Berry Wealth Group's STE Position: Q3 2025 in Review

Berry Wealth Group sold out of Steris (STE) in Q3 2025, closing a stake of 1,251 shares — an estimated $300K sold.

Berry Wealth Group first reported a position in STE in Q4 2023 and held it in 7 quarters. The position peaked at $326K in Q4 2023. 844 funds tracked by Wall St. Rank hold STE as of Q3 2025.

  • Berry Wealth Group reported no remaining Steris position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 1,251 Steris shares in Q3 2025, an estimated $300K.
  • Berry Wealth Group first reported a position in Steris in Q4 2023 and held it in 7 quarters.
  • Berry Wealth Group's Steris position peaked at $326K in Q4 2023.
  • 844 funds tracked by Wall St. Rank held Steris as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.