Centerpoint Advisors’s Steris STE Stock Holding History

Centerpoint 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
2026 Q1	$20K	Hold	90	–	–	0.01%	243
2025 Q4	$23K	Hold	90	–	–	0.01%	222
2025 Q3	$22K	Sell	90 -1	-1%	-$239	0.01%	238
2025 Q2	$22K	Hold	91	–	–	0.01%	227
2025 Q1	$21K	Hold	91	–	–	0.01%	233
2024 Q4	$19K	Hold	91	–	–	0.01%	277
2024 Q3	$22K	Hold	91	–	–	0.01%	257
2024 Q2	$20K	Hold	91	–	–	0.01%	269
2024 Q1	$20K	Hold	91	–	–	0.01%	247
2023 Q4	$20K	Hold	91	–	–	0.01%	239
2023 Q3	$20K	Sell	91 -1	-1%	-$226	0.01%	230
2023 Q2	$21K	Hold	92	–	–	0.01%	243
2023 Q1	$18K	Hold	92	–	–	0.01%	275
2022 Q4	$17K	Buy	+92	New	+$16.2K	0.01%	228

Other funds holding STE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return