Farther Finance Advisors’s Steris STE Stock Holding History

Farther Finance 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	$706K	Sell	3,208 -374	-10%	-$91.5K	0.01%	1178
2025 Q4	$908K	Buy	3,582 +735	+26%	+$185K	0.01%	938
2025 Q3	$704K	Sell	2,847 -75	-3%	-$18K	0.01%	903
2025 Q2	$702K	Buy	2,922 +434	+17%	+$101K	0.01%	750
2025 Q1	$562K	Buy	2,488 +190	+8%	+$41.8K	0.01%	733
2024 Q4	$472K	Sell	2,298 -572	-20%	-$125K	0.02%	612
2024 Q3	$696K	Sell	2,870 -833	-22%	-$195K	0.03%	469
2024 Q2	$809K	Buy	3,703 +1,027	+38%	+$223K	0.04%	347
2024 Q1	$592K	Sell	2,676 -3,211	-55%	-$724K	0.04%	359
2023 Q4	$1.29M	Buy	5,887 +4,714	+402%	+$997K	0.09%	200
2023 Q3	$257K	Buy	1,173 +896	+323%	+$203K	0.04%	331
2023 Q2	$62.4K	Buy	277 +102	+58%	+$20.4K	0.01%	592
2023 Q1	$33.5K	Buy	175 +9	+5%	+$1.74K	0.01%	730
2022 Q4	$30.7K	Buy	+166	New	+$29.2K	0.01%	605

Other funds holding STE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return