Net Worth Advisory Group’s Steris STE Stock Holding History

Net Worth Advisory Group’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 Q3	–	Sell	-1,642	Closed	-$395K	–	482
2025 Q2	$395K	Buy	1,642 +54	+3%	+$12.6K	0.09%	236
2025 Q1	$360K	Buy	1,588 +228	+17%	+$50.1K	0.11%	206
2024 Q4	$279K	Sell	1,360 -23	-2%	-$5.05K	0.08%	273
2024 Q3	$335K	Buy	+1,383	New	+$323K	0.1%	238

Other funds holding STE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Net Worth Advisory Group's STE Position: Q3 2025 in Review

Net Worth Advisory Group sold out of Steris (STE) in Q3 2025, closing a stake of 1,642 shares — an estimated $395K sold.

Net Worth Advisory Group first reported a position in STE in Q3 2024 and held it in 4 quarters. The position peaked at $395K in Q2 2025. 842 funds tracked by Wall St. Rank hold STE as of Q3 2025.

Net Worth Advisory Group reported no remaining Steris position as of Q3 2025 after selling out during the quarter.
Net Worth Advisory Group sold 1,642 Steris shares in Q3 2025, an estimated $395K.
Net Worth Advisory Group first reported a position in Steris in Q3 2024 and held it in 4 quarters.
Net Worth Advisory Group's Steris position peaked at $395K in Q2 2025.
842 funds tracked by Wall St. Rank held Steris as of Q3 2025.

Based on Net Worth Advisory Group's 13F filing for Q3 2025, filed 15 Oct 2025.