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Waldron Private Wealth’s Steris STE Stock Holding History

Waldron Private 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
Q1 		– Sell
-1,148
Closed -$236K – 414
2024
Q4 		$236K Sell
1,148
-1,198
-51% -$263K 0.01% 375
2024
Q3 		$569K Buy
2,346
+1,186
+102% +$277K 0.02% 236
2024
Q2 		$255K Sell
1,160
-154
-12% -$33.5K 0.01% 350
2024
Q1 		$295K Sell
1,314
-3
-0.2% -$677 0.01% 319
2023
Q4 		$290K Sell
1,317
-15
-1% -$3.17K 0.01% 318
2023
Q3 		$292K Buy
+1,332
New +$301K 0.02% 295
2022
Q2 		– Sell
-976
Closed -$235K – 404
2022
Q1 		$235K Buy
+976
New +$226K 0.01% 362

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Waldron Private Wealth's STE Position: Q1 2025 in Review

Waldron Private Wealth sold out of Steris (STE) in Q1 2025, closing a stake of 1,148 shares — an estimated $236K sold.

Waldron Private Wealth first reported a position in STE in Q1 2022 and held it in 7 quarters. The position peaked at $569K in Q3 2024. 782 funds tracked by Wall St. Rank hold STE as of Q1 2025.

  • Waldron Private Wealth reported no remaining Steris position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 1,148 Steris shares in Q1 2025, an estimated $236K.
  • Waldron Private Wealth first reported a position in Steris in Q1 2022 and held it in 7 quarters.
  • Waldron Private Wealth's Steris position peaked at $569K in Q3 2024.
  • 782 funds tracked by Wall St. Rank held Steris as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.