WA
STE icon

Waverly Advisors’s Steris STE Stock Holding History

Waverly 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 		$7.69M Sell
34,788
-1,873
-5% -$458K 0.06% 312
2025
Q4 		$9.29M Buy
36,661
+8,809
+32% +$2.21M 0.08% 257
2025
Q3 		$6.89M Buy
27,852
+2,382
+9% +$570K 0.07% 267
2025
Q2 		$6.12M Buy
25,470
+1,841
+8% +$429K 0.07% 269
2025
Q1 		$5.36M Buy
23,629
+21,607
+1,069% +$4.75M 0.07% 285
2024
Q4 		$416K Buy
+2,022
New +$444K 0.01% 728

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

Waverly Advisors's STE Position: Q1 2026 in Review

Waverly Advisors reduced its Steris (STE) stake by 5.1% in Q1 2026, selling an estimated $458K and leaving 34,788 shares worth $7.69M. The position accounts for 0.06% of the portfolio, ranked #312.

Waverly Advisors first reported a position in STE in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.29M in Q4 2025. 838 funds tracked by Wall St. Rank hold STE as of Q1 2026.

  • Waverly Advisors held 34,788 shares of Steris worth $7.69M as of Q1 2026.
  • Waverly Advisors sold 1,873 Steris shares in Q1 2026, an estimated $458K.
  • Steris made up 0.06% of Waverly Advisors's portfolio in Q1 2026, its #312 holding.
  • Waverly Advisors first reported a position in Steris in Q4 2024 and has held it in 6 quarters since.
  • Waverly Advisors's Steris position peaked at $9.29M in Q4 2025.
  • 838 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.