SW
STE icon

SVB Wealth’s Steris STE Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-303
Closed -$68.7K – 1482
2025
Q1 		$68.7K Buy
+303
New +$66.6K ﹤0.01% 473
2020
Q1 		– Sell
-1,318
Closed -$201K – 684
2019
Q4 		$201K Sell
1,318
-205
-13% -$30K ﹤0.01% 575
2019
Q3 		$220K Sell
1,523
-581
-28% -$86.8K ﹤0.01% 477
2019
Q2 		$313K Hold
2,104
– – 0.01% 435
2019
Q1 		$269K Sell
2,104
-550
-21% -$64.7K 0.01% 351
2018
Q4 		$284K Sell
2,654
-12,902
-83% -$1.44M 0.01% 352
2018
Q3 		$1.78M Sell
15,556
-212
-1% -$24K 0.06% 186
2018
Q2 		$1.66M Sell
15,768
-511
-3% -$51.4K 0.06% 192
2018
Q1 		$1.52M Buy
16,279
+1,839
+13% +$167K 0.06% 203
2017
Q4 		$1.26M Buy
14,440
+211
+1% +$18.8K 0.05% 229
2017
Q3 		$1.26M Buy
14,229
+501
+4% +$42.5K 0.05% 232
2017
Q2 		$1.12M Buy
13,728
+1,438
+12% +$109K 0.04% 238
2017
Q1 		$854K Buy
12,290
+1,032
+9% +$71.4K 0.03% 270
2016
Q4 		$759K Buy
11,258
+2,316
+26% +$157K 0.03% 286
2016
Q3 		$654K Buy
8,942
+4,289
+92% +$303K 0.03% 299
2016
Q2 		$320K Buy
4,653
+16
+0.3% +$1.12K 0.01% 421
2016
Q1 		$329K Buy
+4,637
New +$314K 0.01% 428

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return