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Crux Wealth Advisors’s Steris STE Stock Holding History

Crux Wealth 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
2025
Q2 		– Sell
-1,104
Closed -$250K – 182
2025
Q1 		$250K Sell
1,104
-715
-39% -$157K 0.13% 155
2024
Q4 		$374K Buy
+1,819
New +$399K 0.21% 114

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
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
OAG
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 $19.5B AUM 17.33% 1-Year Est. Return

Crux Wealth Advisors's STE Position: Q2 2025 in Review

Crux Wealth Advisors sold out of Steris (STE) in Q2 2025, closing a stake of 1,104 shares — an estimated $250K sold.

Crux Wealth Advisors first reported a position in STE in Q4 2024 and held it in 2 quarters. The position peaked at $374K in Q4 2024. 834 funds tracked by Wall St. Rank hold STE as of Q2 2025.

  • Crux Wealth Advisors reported no remaining Steris position as of Q2 2025 after selling out during the quarter.
  • Crux Wealth Advisors sold 1,104 Steris shares in Q2 2025, an estimated $250K.
  • Crux Wealth Advisors first reported a position in Steris in Q4 2024 and held it in 2 quarters.
  • Crux Wealth Advisors's Steris position peaked at $374K in Q4 2024.
  • 834 funds tracked by Wall St. Rank held Steris as of Q2 2025.

Based on Crux Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.