TAFW
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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
Q2 		– Sell
-975
Closed -$216K – 273
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
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

Tred Avon Family Wealth's STE Position: Q2 2026 in Review

Tred Avon Family Wealth sold out of Steris (STE) in Q2 2026, closing a stake of 975 shares — an estimated $216K sold.

Tred Avon Family Wealth first reported a position in STE in Q3 2025 and held it in 3 quarters. The position peaked at $247K in Q4 2025. 837 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Tred Avon Family Wealth reported no remaining Steris position as of Q2 2026 after selling out during the quarter.
  • Tred Avon Family Wealth sold 975 Steris shares in Q2 2026, an estimated $216K.
  • Tred Avon Family Wealth first reported a position in Steris in Q3 2025 and held it in 3 quarters.
  • Tred Avon Family Wealth's Steris position peaked at $247K in Q4 2025.
  • 837 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.