Kingswood Wealth Advisors’s Steris STE Stock Holding History

Kingswood 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	–	Sell	-844	Closed	-$214K	–	969
2025 Q4	$214K	Buy	+844	New	+$212K	0.01%	801

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

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

Kingswood Wealth Advisors sold out of Steris (STE) in Q1 2026, closing a stake of 844 shares — an estimated $214K sold.

Kingswood Wealth Advisors first reported a position in STE in Q4 2025 and held it in 1 quarter. The position peaked at $214K in Q4 2025. 838 funds tracked by Wall St. Rank hold STE as of Q1 2026.

Kingswood Wealth Advisors reported no remaining Steris position as of Q1 2026 after selling out during the quarter.
Kingswood Wealth Advisors sold 844 Steris shares in Q1 2026, an estimated $214K.
Kingswood Wealth Advisors first reported a position in Steris in Q4 2025 and held it in 1 quarter.
Kingswood Wealth Advisors's Steris position peaked at $214K in Q4 2025.
838 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.