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Carolinas Wealth Consulting’s Steris STE Stock Holding History

Carolinas Wealth Consulting’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
Q1 		– Sell
-26
Closed -$5.34K – 1087
2024
Q4 		$5.34K Sell
26
-1
-4% -$219 ﹤0.01% 625
2024
Q3 		$6.55K Hold
27
– – ﹤0.01% 622
2024
Q2 		$5.93K Hold
27
– – ﹤0.01% 626
2024
Q1 		$6.07K Buy
+27
New +$6.09K ﹤0.01% 622
2022
Q1 		– Sell
-9
Closed -$2K – 1004
2021
Q4 		$2K Hold
9
– – ﹤0.01% 850
2021
Q3 		$2K Sell
9
-3
-25% -$642 ﹤0.01% 812
2021
Q2 		$2K Sell
12
-2
-14% -$403 ﹤0.01% 824
2021
Q1 		$3K Buy
+14
New +$2.6K ﹤0.01% 786

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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 $1.66T 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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Carolinas Wealth Consulting's STE Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Steris (STE) in Q1 2025, closing a stake of 26 shares — an estimated $5.34K sold.

Carolinas Wealth Consulting first reported a position in STE in Q1 2021 and held it in 8 quarters. The position peaked at $6.55K in Q3 2024. 781 funds tracked by Wall St. Rank hold STE as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining Steris position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 26 Steris shares in Q1 2025, an estimated $5.34K.
  • Carolinas Wealth Consulting first reported a position in Steris in Q1 2021 and held it in 8 quarters.
  • Carolinas Wealth Consulting's Steris position peaked at $6.55K in Q3 2024.
  • 781 funds tracked by Wall St. Rank held Steris as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.