WA
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.12M Buy
25,470
+1,841
+8% +$442K 0.07% 269
2025
Q1 		$5.36M Buy
23,629
+21,607
+1,069% +$4.9M 0.07% 285
2024
Q4 		$416K Buy
+2,022
New +$416K 0.01% 726