Custom Index Systems’s Steris STE Stock Holding History

Custom Index Systems’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	-1,748	Closed	-$396K	–	288
2025 Q1	$396K	Buy	+1,748	New	+$384K	0.2%	160

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 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

GIM

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

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

OAG

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

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

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

Custom Index Systems's STE Position: Q2 2025 in Review

Custom Index Systems sold out of Steris (STE) in Q2 2025, closing a stake of 1,748 shares — an estimated $396K sold.

Custom Index Systems first reported a position in STE in Q1 2025 and held it in 1 quarter. The position peaked at $396K in Q1 2025. 834 funds tracked by Wall St. Rank hold STE as of Q2 2025.

Custom Index Systems reported no remaining Steris position as of Q2 2025 after selling out during the quarter.
Custom Index Systems sold 1,748 Steris shares in Q2 2025, an estimated $396K.
Custom Index Systems first reported a position in Steris in Q1 2025 and held it in 1 quarter.
Custom Index Systems's Steris position peaked at $396K in Q1 2025.
834 funds tracked by Wall St. Rank held Steris as of Q2 2025.

Based on Custom Index Systems's 13F filing for Q2 2025, filed 13 Aug 2025.