SWP
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Sagespring Wealth Partners’s Steris STE Stock Holding History

Sagespring 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
2026
Q1 		$926K Sell
4,186
-681
-14% -$167K 0.02% 340
2025
Q4 		$1.23M Sell
4,867
-407
-8% -$102K 0.02% 269
2025
Q3 		$1.31M Sell
5,274
-45
-0.8% -$10.8K 0.03% 256
2025
Q2 		$1.28M Buy
5,319
+64
+1% +$14.9K 0.03% 237
2025
Q1 		$1.19M Buy
5,255
+578
+12% +$127K 0.03% 219
2024
Q4 		$961K Buy
+4,677
New +$1.03M 0.03% 225

Other funds holding STE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Sagespring Wealth Partners's STE Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Steris (STE) stake by 14% in Q1 2026, selling an estimated $167K and leaving 4,186 shares worth $926K. The position accounts for 0.02% of the portfolio, ranked #340.

Sagespring Wealth Partners first reported a position in STE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.31M in Q3 2025. 840 funds tracked by Wall St. Rank hold STE as of Q1 2026.

  • Sagespring Wealth Partners held 4,186 shares of Steris worth $926K as of Q1 2026.
  • Sagespring Wealth Partners sold 681 Steris shares in Q1 2026, an estimated $167K.
  • Steris made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #340 holding.
  • Sagespring Wealth Partners first reported a position in Steris in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Steris position peaked at $1.31M in Q3 2025.
  • 840 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.