Icon Wealth Advisors’s Steris STE Stock Holding History

Icon 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	-564	Closed	-$140K	–	506
2025 Q3	$140K	Buy	+564	New	+$135K	0.01%	437

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

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

Icon Wealth Advisors sold out of Steris (STE) in Q4 2025, closing a stake of 564 shares — an estimated $140K sold.

Icon Wealth Advisors first reported a position in STE in Q3 2025 and held it in 1 quarter. The position peaked at $140K in Q3 2025. 894 funds tracked by Wall St. Rank hold STE as of Q4 2025.

Icon Wealth Advisors reported no remaining Steris position as of Q4 2025 after selling out during the quarter.
Icon Wealth Advisors sold 564 Steris shares in Q4 2025, an estimated $140K.
Icon Wealth Advisors first reported a position in Steris in Q3 2025 and held it in 1 quarter.
Icon Wealth Advisors's Steris position peaked at $140K in Q3 2025.
894 funds tracked by Wall St. Rank held Steris as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.