EW
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Evoke Wealth’s Steris STE Stock Holding History

Evoke Wealth’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 		– Sell
-1,331
Closed -$337K – 755
2025
Q4 		$337K Buy
1,331
+127
+11% +$31.9K 0.01% 491
2025
Q3 		$298K Buy
1,204
+237
+25% +$56.7K 0.01% 501
2025
Q2 		$232K Buy
+967
New +$225K 0.01% 525
2022
Q4 		– Sell
-11
Closed -$2K – 1044
2022
Q3 		$2K Sell
11
-26
-70% -$5.29K ﹤0.01% 1074
2022
Q2 		$8K Buy
37
+18
+95% +$4.06K ﹤0.01% 814
2022
Q1 		$5K Buy
19
+9
+90% +$2.09K ﹤0.01% 921
2021
Q4 		$2K Hold
10
– – ﹤0.01% 1072
2021
Q3 		$2K Hold
10
– – ﹤0.01% 1029
2021
Q2 		$2K Hold
10
– – ﹤0.01% 1071
2021
Q1 		$2K Hold
10
– – ﹤0.01% 1056
2020
Q4 		$2K Hold
10
– – ﹤0.01% 909
2020
Q3 		$2K Hold
10
– – ﹤0.01% 869
2020
Q2 		$2K Buy
+10
New +$1.52K ﹤0.01% 902
2019
Q4 		– Sell
-43,785
Closed -$6.33M – 1447
2019
Q3 		$6.33M Buy
+43,785
New +$6.54M 0.78% 20

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

Evoke Wealth's STE Position: Q1 2026 in Review

Evoke Wealth sold out of Steris (STE) in Q1 2026, closing a stake of 1,331 shares — an estimated $337K sold.

Evoke Wealth first reported a position in STE in Q3 2019 and held it in 14 quarters. The position peaked at $6.33M in Q3 2019. 838 funds tracked by Wall St. Rank hold STE as of Q1 2026.

  • Evoke Wealth reported no remaining Steris position as of Q1 2026 after selling out during the quarter.
  • Evoke Wealth sold 1,331 Steris shares in Q1 2026, an estimated $337K.
  • Evoke Wealth first reported a position in Steris in Q3 2019 and held it in 14 quarters.
  • Evoke Wealth's Steris position peaked at $6.33M in Q3 2019.
  • 838 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.