Tred Avon Family Wealth’s Steris STE Stock Holding History

Tred Avon Family 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
2026 Q1	$216K	Hold	975	–	–	0.07%	254
2025 Q4	$247K	Sell	975 -9	-0.9%	-$2.26K	0.08%	232
2025 Q3	$243K	Buy	+984	New	+$236K	0.08%	224

Other funds holding STE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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 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

Tred Avon Family Wealth's STE Position: Q1 2026 in Review

Tred Avon Family Wealth held its Steris (STE) position steady in Q1 2026 at 975 shares worth $216K. The position accounts for 0.07% of the portfolio, ranked #254.

Tred Avon Family Wealth first reported a position in STE in Q3 2025 and has held it in 3 quarters since. The position peaked at $247K in Q4 2025. 840 funds tracked by Wall St. Rank hold STE as of Q1 2026.

Tred Avon Family Wealth held 975 shares of Steris worth $216K as of Q1 2026.
Tred Avon Family Wealth left its Steris share count unchanged in Q1 2026.
Steris made up 0.07% of Tred Avon Family Wealth's portfolio in Q1 2026, its #254 holding.
Tred Avon Family Wealth first reported a position in Steris in Q3 2025 and has held it in 3 quarters since.
Tred Avon Family Wealth's Steris position peaked at $247K in Q4 2025.
840 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.