Crewe Advisors’s Steris STE Stock Holding History

Crewe 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	–	Sell	-6	Closed	-$1.52K	–	1141
2025 Q4	$1.52K	Buy	+6	New	+$1.51K	﹤0.01%	926
2024 Q4	–	Sell	-26	Closed	-$6.31K	–	785
2024 Q3	$6.31K	Sell	26 -20	-43%	-$4.68K	﹤0.01%	544
2024 Q2	$10.1K	Buy	46 +20	+77%	+$4.34K	﹤0.01%	689
2024 Q1	$5.85K	Buy	+26	New	+$5.86K	﹤0.01%	703
2023 Q3	–	Sell	-14	Closed	-$3.15K	–	871
2023 Q2	$3.15K	Sell	14 -177	-93%	-$35.4K	﹤0.01%	506
2023 Q1	$36.5K	Sell	191 -131	-41%	-$25.3K	0.01%	345
2022 Q4	$59.5K	Sell	322 -520	-62%	-$91.4K	0.01%	290
2022 Q3	$140K	Buy	842 +68	+9%	+$13.8K	0.03%	186
2022 Q2	$160K	Buy	774 +717	+1,258%	+$162K	0.04%	160
2022 Q1	$14K	Sell	57 -9	-14%	-$2.09K	﹤0.01%	336
2021 Q4	$16K	Hold	66	–	–	﹤0.01%	285
2021 Q3	$13K	Hold	66	–	–	﹤0.01%	245
2021 Q2	$14K	Hold	66	–	–	﹤0.01%	245
2021 Q1	$13K	Buy	66 +13	+25%	+$2.41K	﹤0.01%	255
2020 Q4	$10K	Buy	53 +25	+89%	+$4.67K	﹤0.01%	268
2020 Q3	$5K	Hold	28	–	–	﹤0.01%	367
2020 Q2	$4K	Buy	+28	New	+$4.26K	﹤0.01%	190

Other funds holding STE

BlackRock New York $5.7T 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