MWA
STE icon

Meridian Wealth Advisors’s Steris STE Stock Holding History

Meridian 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
2025
Q1 		– Sell
-13,611
Closed -$2.8M – 177
2024
Q4 		$2.8M Sell
13,611
-1,265
-9% -$278K 0.46% 49
2024
Q3 		$3.61M Buy
14,876
+1,086
+8% +$254K 0.6% 44
2024
Q2 		$3.03M Buy
13,790
+1,848
+15% +$401K 0.54% 43
2024
Q1 		$2.68M Buy
11,942
+654
+6% +$148K 0.5% 46
2023
Q4 		$2.48M Buy
11,288
+740
+7% +$157K 0.54% 48
2023
Q3 		$2.31M Buy
10,548
+497
+5% +$112K 0.58% 45
2023
Q2 		$2.26M Buy
10,051
+729
+8% +$146K 0.55% 50
2023
Q1 		$1.78M Buy
9,322
+3,303
+55% +$638K 0.45% 55
2022
Q4 		$1.11M Buy
6,019
+3,752
+166% +$660K 0.29% 73
2022
Q3 		$377K Buy
2,267
+782
+53% +$159K 0.11% 134
2022
Q2 		$306K Buy
+1,485
New +$335K 0.08% 153

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return