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Evelyn Partners Investment Management’s Steris STE Stock Holding History

Evelyn Partners Investment 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
2026
Q1 		$351K Sell
1,589
-55
-3% -$13.5K 0.01% 174
2025
Q4 		$417K Hold
1,644
– – 0.01% 170
2025
Q3 		$407K Hold
1,644
– – 0.01% 170
2025
Q2 		$395K Sell
1,644
-373
-18% -$86.8K 0.01% 168
2025
Q1 		$457K Sell
2,017
-54
-3% -$11.9K 0.02% 162
2024
Q4 		$426K Buy
+2,071
New +$454K 0.01% 166

Other funds holding STE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
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
OAG
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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Evelyn Partners Investment Management's STE Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Steris (STE) stake by 3.3% in Q1 2026, selling an estimated $13.5K and leaving 1,589 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #174.

Evelyn Partners Investment Management first reported a position in STE in Q4 2024 and has held it in 6 quarters since. The position peaked at $457K in Q1 2025. 840 funds tracked by Wall St. Rank hold STE as of Q1 2026.

  • Evelyn Partners Investment Management held 1,589 shares of Steris worth $351K as of Q1 2026.
  • Evelyn Partners Investment Management sold 55 Steris shares in Q1 2026, an estimated $13.5K.
  • Steris made up 0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #174 holding.
  • Evelyn Partners Investment Management first reported a position in Steris in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Steris position peaked at $457K in Q1 2025.
  • 840 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.