West Paces Advisors’s Steris STE Stock Holding History

West Paces 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
2025 Q2	–	Sell	-3	Closed	-$680	–	507
2025 Q1	$680	Hold	3	–	–	﹤0.01%	518
2024 Q4	$617	Hold	3	–	–	﹤0.01%	517
2024 Q3	$728	Hold	3	–	–	﹤0.01%	498
2024 Q2	$659	Hold	3	–	–	﹤0.01%	517
2024 Q1	$674	Sell	3 -6	-67%	-$1.35K	﹤0.01%	536
2023 Q4	$1.98K	Buy	9 +6	+200%	+$1.27K	﹤0.01%	462
2023 Q3	$658	Hold	3	–	–	﹤0.01%	488
2023 Q2	$675	Hold	3	–	–	﹤0.01%	513
2023 Q1	$574	Buy	+3	New	+$580	﹤0.01%	531

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

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

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

WCM Investment Management

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

Select Equity Group

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