Congress Wealth Management’s Steris STE Stock Holding History

Congress 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 Q2	$15.2M	Buy	63,437 +852	+1%	+$198K	0.15%	169
2025 Q1	$14.2M	Buy	62,585 +8,440	+16%	+$1.86M	0.17%	153
2024 Q4	$11.1M	Sell	54,145 -2,879	-5%	-$632K	0.15%	182
2024 Q3	$13.8M	Sell	57,024 -60,229	-51%	-$14.1M	0.18%	164
2024 Q2	$25.7M	Buy	117,253 +1,337	+1%	+$290K	0.41%	52
2024 Q1	$26.1M	Buy	115,916 +44,288	+62%	+$9.99M	0.45%	50
2023 Q4	$15.7M	Buy	71,628 +988	+1%	+$209K	0.29%	88
2023 Q3	$15.5M	Buy	70,640 +1,266	+2%	+$286K	0.32%	70
2023 Q2	$15.6M	Buy	69,374 +255	+0.4%	+$51K	0.36%	63
2023 Q1	$13.2M	Buy	69,119 +2,692	+4%	+$520K	0.32%	77
2022 Q4	$12.3M	Sell	66,427 -738	-1%	-$130K	0.32%	83
2022 Q3	$11.2M	Buy	67,165 +2,801	+4%	+$570K	0.3%	89
2022 Q2	$13.3M	Buy	64,364 +243	+0.4%	+$54.8K	0.34%	66
2022 Q1	$15.5M	Buy	64,121 +2,023	+3%	+$469K	0.34%	67
2021 Q4	$15.1M	Buy	+62,098	New	+$14.2M	0.3%	86

Other funds holding STE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services

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

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

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

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

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

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return