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GeoWealth Management’s Steris STE Stock Holding History

GeoWealth 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
2026
Q1 		– Sell
-1,207
Closed -$306K – 901
2025
Q4 		$306K Buy
+1,207
New +$303K 0.01% 563
2025
Q3 		– Sell
-310
Closed -$74.5K – 1169
2025
Q2 		$74.5K Buy
310
+238
+331% +$55.4K ﹤0.01% 876
2025
Q1 		$16.3K Sell
72
-88
-55% -$19.4K ﹤0.01% 982
2024
Q4 		$32.9K Sell
160
-30
-16% -$6.58K ﹤0.01% 1270
2024
Q3 		$46.1K Buy
+190
New +$44.4K ﹤0.01% 1096

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

GeoWealth Management's STE Position: Q1 2026 in Review

GeoWealth Management sold out of Steris (STE) in Q1 2026, closing a stake of 1,207 shares — an estimated $306K sold.

GeoWealth Management first reported a position in STE in Q3 2024 and held it in 5 quarters. The position peaked at $306K in Q4 2025. 838 funds tracked by Wall St. Rank hold STE as of Q1 2026.

  • GeoWealth Management reported no remaining Steris position as of Q1 2026 after selling out during the quarter.
  • GeoWealth Management sold 1,207 Steris shares in Q1 2026, an estimated $306K.
  • GeoWealth Management first reported a position in Steris in Q3 2024 and held it in 5 quarters.
  • GeoWealth Management's Steris position peaked at $306K in Q4 2025.
  • 838 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.