Evolve Private Wealth’s Steris STE Stock Holding History

Evolve Private 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	-2,509	Closed	-$636K	–	1056
2025 Q4	$636K	Buy	+2,509	New	+$630K	0.04%	439

Other funds holding STE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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 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

Evolve Private Wealth's STE Position: Q1 2026 in Review

Evolve Private Wealth sold out of Steris (STE) in Q1 2026, closing a stake of 2,509 shares — an estimated $636K sold.

Evolve Private Wealth first reported a position in STE in Q4 2025 and held it in 1 quarter. The position peaked at $636K in Q4 2025. 846 funds tracked by Wall St. Rank hold STE as of Q1 2026.

Evolve Private Wealth reported no remaining Steris position as of Q1 2026 after selling out during the quarter.
Evolve Private Wealth sold 2,509 Steris shares in Q1 2026, an estimated $636K.
Evolve Private Wealth first reported a position in Steris in Q4 2025 and held it in 1 quarter.
Evolve Private Wealth's Steris position peaked at $636K in Q4 2025.
846 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.