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Legacy Financial Advisors’s Steris STE Stock Holding History

Legacy Financial 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
-1,359
Closed -$344K – 423
2025
Q4 		$344K Buy
1,359
+218
+19% +$54.7K 0.05% 294
2025
Q3 		$282K Buy
+1,141
New +$273K 0.04% 338
2019
Q2 		– Sell
-13
Closed -$2K – 786
2019
Q1 		$2K Buy
+13
New +$1.53K ﹤0.01% 916

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 $315B AUM 27.84% 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

Legacy Financial Advisors's STE Position: Q1 2026 in Review

Legacy Financial Advisors sold out of Steris (STE) in Q1 2026, closing a stake of 1,359 shares — an estimated $344K sold.

Legacy Financial Advisors first reported a position in STE in Q1 2019 and held it in 3 quarters. The position peaked at $344K in Q4 2025. 840 funds tracked by Wall St. Rank hold STE as of Q1 2026.

  • Legacy Financial Advisors reported no remaining Steris position as of Q1 2026 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,359 Steris shares in Q1 2026, an estimated $344K.
  • Legacy Financial Advisors first reported a position in Steris in Q1 2019 and held it in 3 quarters.
  • Legacy Financial Advisors's Steris position peaked at $344K in Q4 2025.
  • 840 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.