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EP Wealth Advisors’s Steris STE Stock Holding History

EP 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
2026
Q2 		$432K Buy
2,049
+632
+45% +$136K ﹤0.01% 1099
2026
Q1 		$313K Sell
1,417
-1,424
-50% -$348K ﹤0.01% 1133
2025
Q4 		$720K Buy
+2,841
New +$713K ﹤0.01% 719
2025
Q2 		$227K Buy
943
+3
+0.3% +$699 ﹤0.01% 1176
2025
Q1 		$213K Sell
940
-71
-7% -$15.6K ﹤0.01% 1105
2024
Q4 		$208K Buy
1,011
+169
+20% +$37.1K ﹤0.01% 1058
2024
Q3 		$204K Buy
+842
New +$197K ﹤0.01% 1038

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

EP Wealth Advisors's STE Position: Q2 2026 in Review

EP Wealth Advisors increased its Steris (STE) stake by 45% in Q2 2026, buying an estimated $136K and bringing the position to 2,049 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

EP Wealth Advisors first reported a position in STE in Q3 2024 and has held it in 7 quarters since. The position peaked at $720K in Q4 2025. 830 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • EP Wealth Advisors held 2,049 shares of Steris worth $432K as of Q2 2026.
  • EP Wealth Advisors bought 632 Steris shares in Q2 2026, an estimated $136K.
  • Steris made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1099 holding.
  • EP Wealth Advisors first reported a position in Steris in Q3 2024 and has held it in 7 quarters since.
  • EP Wealth Advisors's Steris position peaked at $720K in Q4 2025.
  • 830 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.