LCWP
STE icon

Legacy Capital Wealth Partners’s Steris STE Stock Holding History

Legacy Capital Wealth Partners’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 		$209K Sell
944
-389
-29% -$95.2K 0.04% 362
2025
Q4 		$338K Sell
1,333
-105
-7% -$26.4K 0.07% 278
2025
Q3 		$356K Buy
1,438
+303
+27% +$72.5K 0.08% 277
2025
Q2 		$273K Buy
+1,135
New +$264K 0.06% 313
2024
Q4 		– Sell
-848
Closed -$206K – 391
2024
Q3 		$206K Buy
+848
New +$198K 0.04% 344

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