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 Q2	–	Sell	-4,054	Closed	-$896K	–	136
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Invera Wealth Advisors's STE Position: Q2 2026 in Review

Invera Wealth Advisors sold out of Steris (STE) in Q2 2026, closing a stake of 4,054 shares — an estimated $896K sold.

Invera Wealth Advisors first reported a position in STE in Q4 2023 and held it in 7 quarters. The position peaked at $1.42M in Q1 2024. 837 funds tracked by Wall St. Rank hold STE as of Q2 2026.

Invera Wealth Advisors reported no remaining Steris position as of Q2 2026 after selling out during the quarter.
Invera Wealth Advisors sold 4,054 Steris shares in Q2 2026, an estimated $896K.
Invera Wealth Advisors first reported a position in Steris in Q4 2023 and held it in 7 quarters.
Invera Wealth Advisors's Steris position peaked at $1.42M in Q1 2024.
837 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.