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Savvy Advisors Inc’s Steris STE Stock Holding History

Savvy Advisors Inc’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 		$530K Sell
2,397
-805
-25% -$197K 0.01% 642
2025
Q4 		$812K Buy
3,202
+1,199
+60% +$301K 0.03% 414
2025
Q3 		$496K Buy
2,003
+1,025
+105% +$245K 0.02% 427
2025
Q2 		$235K Buy
+978
New +$228K 0.02% 545

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

Savvy Advisors Inc's STE Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Steris (STE) stake by 25% in Q1 2026, selling an estimated $197K and leaving 2,397 shares worth $530K. The position accounts for 0.01% of the portfolio, ranked #642.

Savvy Advisors Inc first reported a position in STE in Q2 2025 and has held it in 4 quarters since. The position peaked at $812K in Q4 2025. 838 funds tracked by Wall St. Rank hold STE as of Q1 2026.

  • Savvy Advisors Inc held 2,397 shares of Steris worth $530K as of Q1 2026.
  • Savvy Advisors Inc sold 805 Steris shares in Q1 2026, an estimated $197K.
  • Steris made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #642 holding.
  • Savvy Advisors Inc first reported a position in Steris in Q2 2025 and has held it in 4 quarters since.
  • Savvy Advisors Inc's Steris position peaked at $812K in Q4 2025.
  • 838 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.