ORG Wealth Partners’s Steris STE Stock Holding History

ORG Wealth Partners’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 Q2	–	Sell	-190	Closed	-$42.9K	–	684
2025 Q1	$42.9K	Buy	+190	New	+$41.8K	0.01%	364

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

ORG Wealth Partners's STE Position: Q2 2025 in Review

ORG Wealth Partners sold out of Steris (STE) in Q2 2025, closing a stake of 190 shares — an estimated $42.9K sold.

ORG Wealth Partners first reported a position in STE in Q1 2025 and held it in 1 quarter. The position peaked at $42.9K in Q1 2025. 834 funds tracked by Wall St. Rank hold STE as of Q2 2025.

ORG Wealth Partners reported no remaining Steris position as of Q2 2025 after selling out during the quarter.
ORG Wealth Partners sold 190 Steris shares in Q2 2025, an estimated $42.9K.
ORG Wealth Partners first reported a position in Steris in Q1 2025 and held it in 1 quarter.
ORG Wealth Partners's Steris position peaked at $42.9K in Q1 2025.
834 funds tracked by Wall St. Rank held Steris as of Q2 2025.

Based on ORG Wealth Partners's 13F filing for Q2 2025, filed 16 Jul 2025.