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Prestige Wealth Management Group’s Steris STE Stock Holding History

Prestige Wealth Management 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
2026
Q2 		– Sell
-5
Closed -$1.11K – 1143
2026
Q1 		$1.11K Sell
5
-20
-80% -$4.89K ﹤0.01% 847
2025
Q4 		$6.34K Hold
25
– – ﹤0.01% 527
2025
Q3 		$6.19K Hold
25
– – ﹤0.01% 531
2025
Q2 		$6.01K Buy
25
+20
+400% +$4.66K ﹤0.01% 519
2025
Q1 		$1.13K Hold
5
– – ﹤0.01% 834
2024
Q4 		$1.03K Hold
5
– – ﹤0.01% 877
2024
Q3 		$1.21K Hold
5
– – ﹤0.01% 857
2024
Q2 		$1.1K Hold
5
– – ﹤0.01% 821
2024
Q1 		$1.13K Hold
5
– – ﹤0.01% 854
2023
Q4 		$1.1K Hold
5
– – ﹤0.01% 851
2023
Q3 		$1.1K Hold
5
– – ﹤0.01% 872
2023
Q2 		$1.13K Buy
+5
New +$1K ﹤0.01% 896
2020
Q2 		– Sell
-5
Closed -$1K – 951
2020
Q1 		$1K Buy
+5
New +$748 ﹤0.01% 841

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

Prestige Wealth Management Group's STE Position: Q2 2026 in Review

Prestige Wealth Management Group sold out of Steris (STE) in Q2 2026, closing a stake of 5 shares — an estimated $1.11K sold.

Prestige Wealth Management Group first reported a position in STE in Q1 2020 and held it in 13 quarters. The position peaked at $6.34K in Q4 2025. 830 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Prestige Wealth Management Group reported no remaining Steris position as of Q2 2026 after selling out during the quarter.
  • Prestige Wealth Management Group sold 5 Steris shares in Q2 2026, an estimated $1.11K.
  • Prestige Wealth Management Group first reported a position in Steris in Q1 2020 and held it in 13 quarters.
  • Prestige Wealth Management Group's Steris position peaked at $6.34K in Q4 2025.
  • 830 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.