TCWA
STE icon

Turtle Creek Wealth Advisors’s Steris STE Stock Holding History

Turtle Creek Wealth Advisors’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
-901
Closed -$228K – 510
2025
Q4 		$228K Buy
+901
New +$226K 0.02% 359
2024
Q1 		– Sell
-22
Closed -$4.84K – 729
2023
Q4 		$4.84K Buy
+22
New +$4.65K ﹤0.01% 657

Other funds holding STE

BlackRock
BlackRock New York $5.72T 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

Turtle Creek Wealth Advisors's STE Position: Q1 2026 in Review

Turtle Creek Wealth Advisors sold out of Steris (STE) in Q1 2026, closing a stake of 901 shares — an estimated $228K sold.

Turtle Creek Wealth Advisors first reported a position in STE in Q4 2023 and held it in 2 quarters. The position peaked at $228K in Q4 2025. 838 funds tracked by Wall St. Rank hold STE as of Q1 2026.

  • Turtle Creek Wealth Advisors reported no remaining Steris position as of Q1 2026 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 901 Steris shares in Q1 2026, an estimated $228K.
  • Turtle Creek Wealth Advisors first reported a position in Steris in Q4 2023 and held it in 2 quarters.
  • Turtle Creek Wealth Advisors's Steris position peaked at $228K in Q4 2025.
  • 838 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.