SFS
STE icon

Sowell Financial Services’s Steris STE Stock Holding History

Sowell Financial Services’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 		– Sell
-937
Closed -$238K – 1184
2025
Q4 		$238K Buy
+937
New +$235K 0.01% 935
2023
Q2 		– Sell
-1,183
Closed -$226K – 797
2023
Q1 		$226K Buy
+1,183
New +$229K 0.02% 661
2021
Q2 		– Sell
-4,148
Closed -$872K – 2436
2021
Q1 		$872K Buy
4,148
+280
+7% +$51.9K 0.03% 453
2020
Q4 		$733K Buy
3,868
+525
+16% +$98K 0.03% 409
2020
Q3 		$589K Sell
3,343
-51
-2% -$8.15K 0.03% 431
2020
Q2 		$521K Sell
3,394
-327
-9% -$49.8K 0.03% 441
2020
Q1 		$521K Buy
3,721
+2,115
+132% +$316K 0.04% 392
2019
Q4 		$245K Sell
1,606
-670
-29% -$98.2K 0.02% 649
2019
Q3 		$329K Buy
+2,276
New +$340K 0.03% 513

Other funds holding STE

BlackRock
BlackRock New York $5.7T 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