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Principia Wealth Advisory’s Steris STE Stock Holding History

Principia Wealth Advisory’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
Q4 		$1.27K Buy
5
+1
+25% +$251 ﹤0.01% 600
2025
Q3 		$990 Sell
4
-1
-20% -$239 ﹤0.01% 649
2025
Q2 		$1.2K Buy
5
+2
+67% +$466 ﹤0.01% 516
2025
Q1 		$669 Buy
3
+2
+200% +$440 ﹤0.01% 499
2024
Q4 		$206 Buy
+1
New +$219 ﹤0.01% 732

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Principia Wealth Advisory's STE Position: Q4 2025 in Review

Principia Wealth Advisory increased its Steris (STE) stake by 25% in Q4 2025, buying an estimated $251 and bringing the position to 5 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Principia Wealth Advisory first reported a position in STE in Q4 2024 and has held it in 5 quarters since. 897 funds tracked by Wall St. Rank hold STE as of Q4 2025.

  • Principia Wealth Advisory held 5 shares of Steris worth $1.27K as of Q4 2025.
  • Principia Wealth Advisory bought 1 Steris share in Q4 2025, an estimated $251.
  • Steris made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #600 holding.
  • Principia Wealth Advisory first reported a position in Steris in Q4 2024 and has held it in 5 quarters since.
  • 897 funds tracked by Wall St. Rank held Steris as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.