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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 $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Meridian Wealth Advisors's STE Position: Q1 2025 in Review

Meridian Wealth Advisors sold out of Steris (STE) in Q1 2025, closing a stake of 13,611 shares — an estimated $2.8M sold.

Meridian Wealth Advisors first reported a position in STE in Q2 2022 and held it in 11 quarters. The position peaked at $3.61M in Q3 2024. 782 funds tracked by Wall St. Rank hold STE as of Q1 2025.

  • Meridian Wealth Advisors reported no remaining Steris position as of Q1 2025 after selling out during the quarter.
  • Meridian Wealth Advisors sold 13,611 Steris shares in Q1 2025, an estimated $2.8M.
  • Meridian Wealth Advisors first reported a position in Steris in Q2 2022 and held it in 11 quarters.
  • Meridian Wealth Advisors's Steris position peaked at $3.61M in Q3 2024.
  • 782 funds tracked by Wall St. Rank held Steris as of Q1 2025.

Based on Meridian Wealth Advisors's 13F filing for Q1 2025, filed 5 May 2025.