Kestra Private Wealth Services’s Steris STE Stock Holding History

Kestra Private Wealth Services’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	-911	Closed	-$231K	–	1868
2025 Q4	$231K	Buy	+911	New	+$229K	﹤0.01%	1546
2024 Q4	–	Sell	-1,095	Closed	-$266K	–	1490
2024 Q3	$266K	Sell	1,095 -691	-39%	-$162K	﹤0.01%	1136
2024 Q2	$392K	Sell	1,786 -594	-25%	-$129K	0.01%	931
2024 Q1	$535K	Sell	2,380 -31	-1%	-$6.99K	0.01%	771
2023 Q4	$530K	Buy	+2,411	New	+$510K	0.01%	706

Other funds holding STE

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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 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

Kestra Private Wealth Services's STE Position: Q1 2026 in Review

Kestra Private Wealth Services sold out of Steris (STE) in Q1 2026, closing a stake of 911 shares — an estimated $231K sold.

Kestra Private Wealth Services first reported a position in STE in Q4 2023 and held it in 5 quarters. The position peaked at $535K in Q1 2024. 838 funds tracked by Wall St. Rank hold STE as of Q1 2026.

Kestra Private Wealth Services reported no remaining Steris position as of Q1 2026 after selling out during the quarter.
Kestra Private Wealth Services sold 911 Steris shares in Q1 2026, an estimated $231K.
Kestra Private Wealth Services first reported a position in Steris in Q4 2023 and held it in 5 quarters.
Kestra Private Wealth Services's Steris position peaked at $535K in Q1 2024.
838 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.