Forte Capital’s Steris STE Stock Holding History

Forte Capital’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	$279K	Hold	1,160	–	–	0.03%	218
2025 Q1	$263K	Hold	1,160	–	–	0.03%	216
2024 Q4	$238K	Hold	1,160	–	–	0.03%	221
2024 Q3	$281K	Hold	1,160	–	–	0.03%	209
2024 Q2	$255K	Hold	1,160	–	–	0.03%	211
2024 Q1	$261K	Hold	1,160	–	–	0.03%	210
2023 Q4	$255K	Hold	1,160	–	–	0.03%	205
2023 Q3	$255K	Hold	1,160	–	–	0.04%	189
2023 Q2	$261K	Hold	1,160	–	–	0.04%	187
2023 Q1	$222K	Hold	1,160	–	–	0.03%	199
2022 Q4	$214K	Buy	+1,160	New	+$204K	0.04%	193
2022 Q3	–	Sell	-1,160	Closed	-$239K	–	200
2022 Q2	$239K	Hold	1,160	–	–	0.04%	178
2022 Q1	$282K	Hold	1,160	–	–	0.04%	192
2021 Q4	$282K	Sell	1,160 -140	-11%	-$32K	0.04%	192
2021 Q3	$266K	Hold	1,300	–	–	0.04%	193
2021 Q2	$268K	Hold	1,300	–	–	0.04%	191
2021 Q1	$248K	Hold	1,300	–	–	0.04%	190
2020 Q4	$246K	Hold	1,300	–	–	0.04%	183
2020 Q3	$229K	Sell	1,300 -126	-9%	-$20.1K	0.04%	169
2020 Q2	$219K	Buy	+1,426	New	+$217K	0.05%	169

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