Envestnet Portfolio Solutions
STE icon

Envestnet Portfolio Solutions’s Steris STE Stock Holding History

Envestnet Portfolio Solutions’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
Q2 		– Sell
-4,954
Closed -$1.1M – 1432
2026
Q1 		$1.1M Sell
4,954
-1,723
-26% -$421K 0.01% 605
2025
Q4 		$1.69M Sell
6,677
-1,162
-15% -$292K 0.01% 586
2025
Q3 		$1.94M Sell
7,839
-943
-11% -$226K 0.01% 534
2025
Q2 		$2.11M Sell
8,782
-777
-8% -$181K 0.01% 551
2025
Q1 		$2.17M Sell
9,559
-3,654
-28% -$804K 0.01% 558
2024
Q4 		$2.72M Sell
13,213
-6,651
-33% -$1.46M 0.01% 570
2024
Q3 		$4.82M Sell
19,864
-2,539
-11% -$594K 0.02% 401
2024
Q2 		$4.92M Sell
22,403
-1,012
-4% -$220K 0.02% 374
2024
Q1 		$5.26M Buy
23,415
+741
+3% +$167K 0.02% 362
2023
Q4 		$4.98M Buy
22,674
+2,813
+14% +$595K 0.02% 328
2023
Q3 		$4.36M Buy
+19,861
New +$4.49M 0.02% 344

Other funds holding STE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Envestnet Portfolio Solutions's STE Position: Q2 2026 in Review

Envestnet Portfolio Solutions sold out of Steris (STE) in Q2 2026, closing a stake of 4,954 shares — an estimated $1.1M sold.

Envestnet Portfolio Solutions first reported a position in STE in Q3 2023 and held it in 11 quarters. The position peaked at $5.26M in Q1 2024. 830 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Envestnet Portfolio Solutions reported no remaining Steris position as of Q2 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 4,954 Steris shares in Q2 2026, an estimated $1.1M.
  • Envestnet Portfolio Solutions first reported a position in Steris in Q3 2023 and held it in 11 quarters.
  • Envestnet Portfolio Solutions's Steris position peaked at $5.26M in Q1 2024.
  • 830 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.