EWA
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EverSource Wealth Advisors’s Steris STE Stock Holding History

EverSource 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
Q1 		$605K Sell
2,735
-894
-25% -$219K 0.02% 526
2025
Q4 		$920K Buy
3,629
+650
+22% +$163K 0.03% 361
2025
Q3 		$737K Buy
2,979
+989
+50% +$237K 0.03% 384
2025
Q2 		$478K Buy
1,990
+492
+33% +$115K 0.02% 473
2025
Q1 		$340K Buy
1,498
+381
+34% +$83.8K 0.02% 482
2024
Q4 		$230K Buy
1,117
+330
+42% +$72.4K 0.01% 608
2024
Q3 		$191K Buy
787
+204
+35% +$47.7K 0.01% 572
2024
Q2 		$139K Buy
583
+181
+45% +$39.3K 0.01% 684
2024
Q1 		$82.3K Buy
402
+57
+17% +$12.9K 0.01% 784
2023
Q4 		$75.7K Buy
345
+26
+8% +$5.5K 0.01% 743
2023
Q3 		$70.2K Buy
319
+64
+25% +$14.5K 0.01% 698
2023
Q2 		$57.5K Buy
255
+84
+49% +$16.8K 0.01% 785
2023
Q1 		$32.7K Buy
171
+101
+144% +$19.5K ﹤0.01% 933
2022
Q4 		$12.9K Buy
70
+14
+25% +$2.46K ﹤0.01% 1233
2022
Q3 		$9K Buy
56
+44
+367% +$8.95K ﹤0.01% 1171
2022
Q2 		$2K Sell
12
-4
-25% -$902 ﹤0.01% 1569
2022
Q1 		$4K Hold
16
– – ﹤0.01% 1360
2021
Q4 		$4K Buy
+16
New +$3.66K ﹤0.01% 1360

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

EverSource Wealth Advisors's STE Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Steris (STE) stake by 25% in Q1 2026, selling an estimated $219K and leaving 2,735 shares worth $605K. The position accounts for 0.02% of the portfolio, ranked #526.

EverSource Wealth Advisors first reported a position in STE in Q4 2021 and has held it in 18 quarters since. The position peaked at $920K in Q4 2025. 838 funds tracked by Wall St. Rank hold STE as of Q1 2026.

  • EverSource Wealth Advisors held 2,735 shares of Steris worth $605K as of Q1 2026.
  • EverSource Wealth Advisors sold 894 Steris shares in Q1 2026, an estimated $219K.
  • Steris made up 0.02% of EverSource Wealth Advisors's portfolio in Q1 2026, its #526 holding.
  • EverSource Wealth Advisors first reported a position in Steris in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Steris position peaked at $920K in Q4 2025.
  • 838 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.