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 $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

WealthShield Partners's STE Position: Q1 2025 in Review

WealthShield Partners sold out of Steris (STE) in Q1 2025, closing a stake of 7,728 shares — an estimated $1.59M sold.

WealthShield Partners first reported a position in STE in Q1 2021 and held it in 11 quarters. The position peaked at $1.87M in Q3 2024. 782 funds tracked by Wall St. Rank hold STE as of Q1 2025.

WealthShield Partners reported no remaining Steris position as of Q1 2025 after selling out during the quarter.
WealthShield Partners sold 7,728 Steris shares in Q1 2025, an estimated $1.59M.
WealthShield Partners first reported a position in Steris in Q1 2021 and held it in 11 quarters.
WealthShield Partners's Steris position peaked at $1.87M in Q3 2024.
782 funds tracked by Wall St. Rank held Steris as of Q1 2025.

Based on WealthShield Partners's 13F filing for Q1 2025, filed 9 May 2025.