BFA
STE icon

Beaumont Financial Advisors’s Steris STE Stock Holding History

Beaumont Financial 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
Q4 		– Sell
-1,857
Closed -$459K – 407
2025
Q3 		$459K Hold
1,857
– – 0.03% 250
2025
Q2 		$446K Buy
1,857
+6
+0.3% +$1.4K 0.03% 237
2025
Q1 		$420K Buy
1,851
+11
+0.6% +$2.42K 0.03% 241
2024
Q4 		$378K Sell
1,840
-16
-0.9% -$3.51K 0.03% 259
2024
Q3 		$450K Buy
1,856
+4
+0.2% +$935 0.04% 219
2024
Q2 		$407K Buy
1,852
+3
+0.2% +$652 0.03% 231
2024
Q1 		$416K Hold
1,849
– – 0.03% 232
2023
Q4 		$407K Sell
1,849
-6
-0.3% -$1.27K 0.04% 220
2023
Q3 		$407K Buy
1,855
+7
+0.4% +$1.58K 0.04% 201
2023
Q2 		$416K Sell
1,848
-49
-3% -$9.8K 0.04% 218
2023
Q1 		$363K Buy
1,897
+25
+1% +$4.83K 0.04% 217
2022
Q4 		$346K Buy
1,872
+3
+0.2% +$527 0.03% 223
2022
Q3 		$311K Hold
1,869
– – 0.03% 230
2022
Q2 		$385K Sell
1,869
-2
-0.1% -$451 0.03% 208
2022
Q1 		$452K Buy
1,871
+2
+0.1% +$464 0.03% 224
2021
Q4 		$455K Hold
1,869
– – 0.03% 227
2021
Q3 		$382K Hold
1,869
– – 0.03% 243
2021
Q2 		$386K Hold
1,869
– – 0.03% 254
2021
Q1 		$356K Hold
1,869
– – 0.03% 243
2020
Q4 		$354K Sell
1,869
-23
-1% -$4.29K 0.03% 241
2020
Q3 		$333K Buy
1,892
+31
+2% +$4.96K 0.03% 249
2020
Q2 		$286K Hold
1,861
– – 0.03% 234
2020
Q1 		$260K Buy
1,861
+11
+0.6% +$1.65K 0.03% 207
2019
Q4 		$282K Hold
1,850
– – 0.03% 229
2019
Q3 		$267K Hold
1,850
– – 0.03% 230
2019
Q2 		$275K Hold
1,850
– – 0.03% 204
2019
Q1 		$237K Buy
+1,850
New +$218K 0.03% 209
2018
Q4 		– Sell
-1,850
Closed -$212K – 236
2018
Q3 		$212K Buy
+1,850
New +$209K 0.02% 215

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Beaumont Financial Advisors's STE Position: Q4 2025 in Review

Beaumont Financial Advisors sold out of Steris (STE) in Q4 2025, closing a stake of 1,857 shares — an estimated $459K sold.

Beaumont Financial Advisors first reported a position in STE in Q3 2018 and held it in 28 quarters. The position peaked at $459K in Q3 2025. 897 funds tracked by Wall St. Rank hold STE as of Q4 2025.

  • Beaumont Financial Advisors reported no remaining Steris position as of Q4 2025 after selling out during the quarter.
  • Beaumont Financial Advisors sold 1,857 Steris shares in Q4 2025, an estimated $459K.
  • Beaumont Financial Advisors first reported a position in Steris in Q3 2018 and held it in 28 quarters.
  • Beaumont Financial Advisors's Steris position peaked at $459K in Q3 2025.
  • 897 funds tracked by Wall St. Rank held Steris as of Q4 2025.

Based on Beaumont Financial Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.