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Opal Wealth Advisors’s Steris STE Stock Holding History

Opal 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
2026
Q2 		– Sell
-140
Closed -$31K – 537
2026
Q1 		$31K Buy
+140
New +$34.2K 0.01% 490
2025
Q3 		– Sell
-314
Closed -$75.4K – 498
2025
Q2 		$75.4K Sell
314
-828
-73% -$193K 0.02% 306
2025
Q1 		$259K Buy
1,142
+24
+2% +$5.28K 0.08% 141
2024
Q4 		$230K Buy
1,118
+60
+6% +$13.2K 0.07% 171
2024
Q3 		$257K Sell
1,058
-49
-4% -$11.5K 0.08% 150
2024
Q2 		$243K Sell
1,107
-54
-5% -$11.7K 0.08% 148
2024
Q1 		$261K Buy
1,161
+83
+8% +$18.7K 0.09% 139
2023
Q4 		$237K Sell
1,078
-9
-0.8% -$1.9K 0.09% 150
2023
Q3 		$239K Sell
1,087
-90
-8% -$20.4K 0.14% 126
2023
Q2 		$265K Sell
1,177
-44
-4% -$8.8K 0.13% 113
2023
Q1 		$234K Buy
1,221
+7
+0.6% +$1.35K 0.14% 100
2022
Q4 		$224K Sell
1,214
-54
-4% -$9.49K 0.12% 109
2022
Q3 		$211K Buy
1,268
+22
+2% +$4.48K 0.15% 91
2022
Q2 		$257K Sell
1,246
-190
-13% -$42.8K 0.17% 80
2022
Q1 		$347K Buy
1,436
+152
+12% +$35.2K 0.3% 56
2021
Q4 		$313K Buy
1,284
+110
+9% +$25.1K 0.2% 80
2021
Q3 		$240K Buy
1,174
+68
+6% +$14.5K 0.23% 65
2021
Q2 		$228K Sell
1,106
-99
-8% -$19.9K 0.21% 69
2021
Q1 		$230K Buy
1,205
+15
+1% +$2.78K 0.25% 65
2020
Q4 		$226K Buy
+1,190
New +$222K 0.28% 62

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Opal Wealth Advisors's STE Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Steris (STE) in Q2 2026, closing a stake of 140 shares — an estimated $31K sold.

Opal Wealth Advisors first reported a position in STE in Q4 2020 and held it in 20 quarters. The position peaked at $347K in Q1 2022. 830 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Steris position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 140 Steris shares in Q2 2026, an estimated $31K.
  • Opal Wealth Advisors first reported a position in Steris in Q4 2020 and held it in 20 quarters.
  • Opal Wealth Advisors's Steris position peaked at $347K in Q1 2022.
  • 830 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.