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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
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 $3.37T 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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Congress Wealth Management's STE Position: Q2 2025 in Review

Congress Wealth Management increased its Steris (STE) stake by 1.4% in Q2 2025, buying an estimated $198K and bringing the position to 63,437 shares worth $15.2M. The position accounts for 0.15% of the portfolio, ranked #169.

Congress Wealth Management first reported a position in STE in Q4 2021 and has held it in 15 quarters since. The position peaked at $26.1M in Q1 2024. 836 funds tracked by Wall St. Rank hold STE as of Q2 2025.

  • Congress Wealth Management held 63,437 shares of Steris worth $15.2M as of Q2 2025.
  • Congress Wealth Management bought 852 Steris shares in Q2 2025, an estimated $198K.
  • Steris made up 0.15% of Congress Wealth Management's portfolio in Q2 2025, its #169 holding.
  • Congress Wealth Management first reported a position in Steris in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Steris position peaked at $26.1M in Q1 2024.
  • 836 funds tracked by Wall St. Rank held Steris as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.