Fiduciary Family Office’s Steris STE Stock Holding History

Fiduciary Family Office’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
2026 Q1	$475K	Sell	2,148 -2,381	-53%	-$582K	0.14%	105
2025 Q4	$1.15M	Buy	4,529 +1,777	+65%	+$446K	0.33%	54
2025 Q3	$681K	Sell	2,752 -2,333	-46%	-$558K	0.19%	104
2025 Q2	$1.22M	Buy	5,085 +2,241	+79%	+$522K	0.4%	54
2025 Q1	$645K	Buy	+2,844	New	+$626K	0.21%	100
2024 Q4	–	Sell	-2,996	Closed	-$727K	–	226
2024 Q3	$727K	Buy	2,996 +508	+20%	+$119K	0.24%	88
2024 Q2	$546K	Hold	2,488	–	–	0.22%	120
2024 Q1	$559K	Sell	2,488 -559	-18%	-$126K	0.22%	124
2023 Q4	$670K	Buy	+3,047	New	+$644K	0.29%	80

Other funds holding STE

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

OAG

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

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

GIM

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

Fiduciary Family Office's STE Position: Q1 2026 in Review

Fiduciary Family Office reduced its Steris (STE) stake by 53% in Q1 2026, selling an estimated $582K and leaving 2,148 shares worth $475K. The position accounts for 0.14% of the portfolio, ranked #105.

Fiduciary Family Office first reported a position in STE in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.22M in Q2 2025. 840 funds tracked by Wall St. Rank hold STE as of Q1 2026.

Fiduciary Family Office held 2,148 shares of Steris worth $475K as of Q1 2026.
Fiduciary Family Office sold 2,381 Steris shares in Q1 2026, an estimated $582K.
Steris made up 0.14% of Fiduciary Family Office's portfolio in Q1 2026, its #105 holding.
Fiduciary Family Office first reported a position in Steris in Q4 2023 and has held it in 9 quarters since.
Fiduciary Family Office's Steris position peaked at $1.22M in Q2 2025.
840 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.