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Legacy Wealth Asset Management’s Steris STE Stock Holding History

Legacy Wealth Asset Management’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
-2,870
Closed -$728K – 396
2025
Q4 		$728K Buy
2,870
+10
+0.3% +$2.51K 0.18% 179
2025
Q3 		$708K Buy
2,860
+12
+0.4% +$2.87K 0.17% 189
2025
Q2 		$684K Sell
2,848
-693
-20% -$161K 0.17% 176
2025
Q1 		$803K Sell
3,541
-121
-3% -$26.6K 0.22% 126
2024
Q4 		$753K Sell
3,662
-121
-3% -$26.5K 0.2% 138
2024
Q3 		$918K Sell
3,783
-950
-20% -$222K 0.25% 106
2024
Q2 		$1.04M Buy
4,733
+1,186
+33% +$258K 0.29% 93
2024
Q1 		$797K Buy
3,547
+3
+0.1% +$677 0.22% 128
2023
Q4 		$779K Buy
3,544
+54
+2% +$11.4K 0.26% 115
2023
Q3 		$766K Sell
3,490
-550
-14% -$124K 0.28% 110
2023
Q2 		$909K Buy
4,040
+67
+2% +$13.4K 0.32% 87
2023
Q1 		$760K Buy
3,973
+996
+33% +$193K 0.27% 111
2022
Q4 		$550K Buy
2,977
+372
+14% +$65.4K 0.21% 164
2022
Q3 		$433K Sell
2,605
-3,651
-58% -$743K 0.19% 188
2022
Q2 		$1.29M Buy
6,256
+42
+0.7% +$9.47K 0.52% 42
2022
Q1 		$1.5M Buy
6,214
+636
+11% +$147K 0.53% 41
2021
Q4 		$1.36M Buy
5,578
+1,061
+23% +$242K 0.46% 47
2021
Q3 		$923K Sell
4,517
-88
-2% -$18.8K 0.42% 79
2021
Q2 		$950K Sell
4,605
-178
-4% -$35.8K 0.42% 77
2021
Q1 		$911K Sell
4,783
-15
-0.3% -$2.78K 0.42% 72
2020
Q4 		$909K Buy
+4,798
New +$895K 0.46% 55

Other funds holding STE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $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
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

Legacy Wealth Asset Management's STE Position: Q1 2026 in Review

Legacy Wealth Asset Management sold out of Steris (STE) in Q1 2026, closing a stake of 2,870 shares — an estimated $728K sold.

Legacy Wealth Asset Management first reported a position in STE in Q4 2020 and held it in 21 quarters. The position peaked at $1.5M in Q1 2022. 845 funds tracked by Wall St. Rank hold STE as of Q1 2026.

  • Legacy Wealth Asset Management reported no remaining Steris position as of Q1 2026 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 2,870 Steris shares in Q1 2026, an estimated $728K.
  • Legacy Wealth Asset Management first reported a position in Steris in Q4 2020 and held it in 21 quarters.
  • Legacy Wealth Asset Management's Steris position peaked at $1.5M in Q1 2022.
  • 845 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.