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Invera Wealth Advisors’s Steris STE Stock Holding History

Invera 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
2026
Q1 		$896K Buy
4,054
+119
+3% +$29.1K 0.58% 54
2025
Q4 		$998K Sell
3,935
-299
-7% -$75.1K 0.63% 46
2025
Q3 		$1.05M Buy
4,234
+6
+0.1% +$1.44K 0.65% 50
2025
Q2 		$1.02M Sell
4,228
-1,878
-31% -$437K 0.66% 50
2025
Q1 		$1.38M Buy
+6,106
New +$1.34M 0.89% 35
2024
Q2 		– Sell
-7,061
Closed -$1.42M – 63
2024
Q1 		$1.42M Buy
7,061
+3,484
+97% +$786K 1.2% 33
2023
Q4 		$786K Buy
+3,577
New +$757K 0.49% 66

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

Invera Wealth Advisors's STE Position: Q1 2026 in Review

Invera Wealth Advisors increased its Steris (STE) stake by 3% in Q1 2026, buying an estimated $29.1K and bringing the position to 4,054 shares worth $896K. The position accounts for 0.58% of the portfolio, ranked #54.

Invera Wealth Advisors first reported a position in STE in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.42M in Q1 2024. 838 funds tracked by Wall St. Rank hold STE as of Q1 2026.

  • Invera Wealth Advisors held 4,054 shares of Steris worth $896K as of Q1 2026.
  • Invera Wealth Advisors bought 119 Steris shares in Q1 2026, an estimated $29.1K.
  • Steris made up 0.58% of Invera Wealth Advisors's portfolio in Q1 2026, its #54 holding.
  • Invera Wealth Advisors first reported a position in Steris in Q4 2023 and has held it in 7 quarters since.
  • Invera Wealth Advisors's Steris position peaked at $1.42M in Q1 2024.
  • 838 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.