WealthShield Partners’s Steris STE Stock Holding History

WealthShield Partners’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	-7,728	Closed	-$1.59M	–	552
2024 Q4	$1.59M	Buy	7,728 +38	+0.5%	+$8.34K	0.23%	111
2024 Q3	$1.87M	Buy	7,690 +466	+6%	+$109K	0.25%	105
2024 Q2	$1.59M	Sell	7,224 -748	-9%	-$162K	0.24%	110
2024 Q1	$1.79M	Buy	7,972 +401	+5%	+$90.4K	0.29%	100
2023 Q4	$1.66M	Buy	7,571 +261	+4%	+$55.2K	0.27%	104
2023 Q3	$1.6M	Buy	7,310 +1,095	+18%	+$248K	0.24%	113
2023 Q2	$1.4M	Sell	6,215 -1,451	-19%	-$290K	0.21%	118
2023 Q1	$1.47M	Buy	+7,666	New	+$1.48M	0.24%	113
2022 Q4	–	Sell	-4,871	Closed	-$810K	–	306
2022 Q3	$810K	Buy	4,871 +617	+15%	+$126K	0.16%	148
2022 Q2	$877K	Buy	+4,254	New	+$959K	0.17%	140
2021 Q2	–	Sell	-43	Closed	-$8K	–	1114
2021 Q1	$8K	Buy	+43	New	+$7.98K	﹤0.01%	863

Other funds holding STE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Massachusetts Financial Services

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

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

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

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return