Wealth Alliance’s Steris STE Stock Holding History

Wealth Alliance’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	-838	Closed	-$212K	–	592
2025 Q4	$212K	Buy	838 +23	+3%	+$5.78K	0.02%	523
2025 Q3	$202K	Buy	+815	New	+$195K	0.02%	535

Other funds holding STE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 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

Wealth Alliance's STE Position: Q1 2026 in Review

Wealth Alliance sold out of Steris (STE) in Q1 2026, closing a stake of 838 shares — an estimated $212K sold.

Wealth Alliance first reported a position in STE in Q3 2025 and held it in 2 quarters. The position peaked at $212K in Q4 2025. 838 funds tracked by Wall St. Rank hold STE as of Q1 2026.

Wealth Alliance reported no remaining Steris position as of Q1 2026 after selling out during the quarter.
Wealth Alliance sold 838 Steris shares in Q1 2026, an estimated $212K.
Wealth Alliance first reported a position in Steris in Q3 2025 and held it in 2 quarters.
Wealth Alliance's Steris position peaked at $212K in Q4 2025.
838 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.