Heartwood Wealth Advisors’s Steris STE Stock Holding History

Heartwood Wealth 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
2025 Q4	–	Sell	-544	Closed	-$135K	–	542
2025 Q3	$135K	Buy	+544	New	+$130K	0.01%	229

Other funds holding STE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

GIM

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Heartwood Wealth Advisors's STE Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Steris (STE) in Q4 2025, closing a stake of 544 shares — an estimated $135K sold.

Heartwood Wealth Advisors first reported a position in STE in Q3 2025 and held it in 1 quarter. The position peaked at $135K in Q3 2025. 894 funds tracked by Wall St. Rank hold STE as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Steris position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 544 Steris shares in Q4 2025, an estimated $135K.
Heartwood Wealth Advisors first reported a position in Steris in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Steris position peaked at $135K in Q3 2025.
894 funds tracked by Wall St. Rank held Steris as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.