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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
Q2 		$6.83M Sell
32,456
-2,332
-7% -$500K 0.04% 369
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 $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 $3.38T AUM 44.17% 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

Waverly Advisors's STE Position: Q2 2026 in Review

Waverly Advisors reduced its Steris (STE) stake by 6.7% in Q2 2026, selling an estimated $500K and leaving 32,456 shares worth $6.83M. The position accounts for 0.04% of the portfolio, ranked #369.

Waverly Advisors first reported a position in STE in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.29M in Q4 2025. 839 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Waverly Advisors held 32,456 shares of Steris worth $6.83M as of Q2 2026.
  • Waverly Advisors sold 2,332 Steris shares in Q2 2026, an estimated $500K.
  • Steris made up 0.04% of Waverly Advisors's portfolio in Q2 2026, its #369 holding.
  • Waverly Advisors first reported a position in Steris in Q4 2024 and has held it in 7 quarters since.
  • Waverly Advisors's Steris position peaked at $9.29M in Q4 2025.
  • 839 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.