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Centricity Wealth Management’s Steris STE Stock Holding History

Centricity 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
Q1 		– Sell
-38
Closed -$7.81K – 458
2024
Q4 		$7.81K Buy
+38
New +$8.34K 0.01% 352

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 $55.2B AUM 57.07% 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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Centricity Wealth Management's STE Position: Q1 2025 in Review

Centricity Wealth Management sold out of Steris (STE) in Q1 2025, closing a stake of 38 shares — an estimated $7.81K sold.

Centricity Wealth Management first reported a position in STE in Q4 2024 and held it in 1 quarter. The position peaked at $7.81K in Q4 2024. 781 funds tracked by Wall St. Rank hold STE as of Q1 2025.

  • Centricity Wealth Management reported no remaining Steris position as of Q1 2025 after selling out during the quarter.
  • Centricity Wealth Management sold 38 Steris shares in Q1 2025, an estimated $7.81K.
  • Centricity Wealth Management first reported a position in Steris in Q4 2024 and held it in 1 quarter.
  • Centricity Wealth Management's Steris position peaked at $7.81K in Q4 2024.
  • 781 funds tracked by Wall St. Rank held Steris as of Q1 2025.

Based on Centricity Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.