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	–	2432
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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 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

Sowell Financial Services's STE Position: Q1 2026 in Review

Sowell Financial Services sold out of Steris (STE) in Q1 2026, closing a stake of 937 shares — an estimated $238K sold.

Sowell Financial Services first reported a position in STE in Q3 2019 and held it in 9 quarters. The position peaked at $872K in Q1 2021. 846 funds tracked by Wall St. Rank hold STE as of Q1 2026.

Sowell Financial Services reported no remaining Steris position as of Q1 2026 after selling out during the quarter.
Sowell Financial Services sold 937 Steris shares in Q1 2026, an estimated $238K.
Sowell Financial Services first reported a position in Steris in Q3 2019 and held it in 9 quarters.
Sowell Financial Services's Steris position peaked at $872K in Q1 2021.
846 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.