SAI
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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
Q2 		$328K Sell
1,559
-838
-35% -$180K 0.01% 953
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 $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

Savvy Advisors Inc's STE Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Steris (STE) stake by 35% in Q2 2026, selling an estimated $180K and leaving 1,559 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #953.

Savvy Advisors Inc first reported a position in STE in Q2 2025 and has held it in 5 quarters since. The position peaked at $812K in Q4 2025. 835 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Savvy Advisors Inc held 1,559 shares of Steris worth $328K as of Q2 2026.
  • Savvy Advisors Inc sold 838 Steris shares in Q2 2026, an estimated $180K.
  • Steris made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #953 holding.
  • Savvy Advisors Inc first reported a position in Steris in Q2 2025 and has held it in 5 quarters since.
  • Savvy Advisors Inc's Steris position peaked at $812K in Q4 2025.
  • 835 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.