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Financial Advocates Investment Management’s Steris STE Stock Holding History

Financial Advocates 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
2025
Q2 		– Sell
-1,373
Closed -$311K – 764
2025
Q1 		$311K Buy
1,373
+38
+3% +$8.36K 0.02% 552
2024
Q4 		$274K Sell
1,335
-184
-12% -$40.4K 0.02% 620
2024
Q3 		$368K Sell
1,519
-44
-3% -$10.3K 0.02% 545
2024
Q2 		$343K Sell
1,563
-50
-3% -$10.9K 0.02% 547
2024
Q1 		$363K Sell
1,613
-22
-1% -$4.96K 0.02% 532
2023
Q4 		$359K Buy
1,635
+25
+2% +$5.29K 0.02% 498
2023
Q3 		$353K Sell
1,610
-30
-2% -$6.79K 0.03% 487
2023
Q2 		$369K Sell
1,640
-15
-0.9% -$3K 0.03% 462
2023
Q1 		$317K Sell
1,655
-58
-3% -$11.2K 0.02% 539
2022
Q4 		$316K Buy
+1,713
New +$301K 0.02% 551
2022
Q3 		– Sell
-1,898
Closed -$391K – 829
2022
Q2 		$391K Buy
+1,898
New +$428K 0.03% 445

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Financial Advocates Investment Management's STE Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Steris (STE) in Q2 2025, closing a stake of 1,373 shares — an estimated $311K sold.

Financial Advocates Investment Management first reported a position in STE in Q2 2022 and held it in 11 quarters. The position peaked at $391K in Q2 2022. 836 funds tracked by Wall St. Rank hold STE as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Steris position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,373 Steris shares in Q2 2025, an estimated $311K.
  • Financial Advocates Investment Management first reported a position in Steris in Q2 2022 and held it in 11 quarters.
  • Financial Advocates Investment Management's Steris position peaked at $391K in Q2 2022.
  • 836 funds tracked by Wall St. Rank held Steris as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.