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Forum Financial Management’s Steris STE Stock Holding History

Forum Financial Management’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 		– Sell
-1,919
Closed -$487K – 900
2025
Q4 		$487K Sell
1,919
-405
-17% -$102K 0.01% 488
2025
Q3 		$575K Buy
2,324
+645
+38% +$154K 0.01% 405
2025
Q2 		$403K Buy
1,679
+492
+41% +$115K 0.01% 503
2025
Q1 		$269K Buy
1,187
+3
+0.3% +$660 ﹤0.01% 649
2024
Q4 		$243K Buy
1,184
+78
+7% +$17.1K ﹤0.01% 744
2024
Q3 		$268K Sell
1,106
-5
-0.5% -$1.17K ﹤0.01% 572
2024
Q2 		$244K Buy
1,111
+7
+0.6% +$1.52K ﹤0.01% 575
2024
Q1 		$248K Buy
1,104
+5
+0.5% +$1.13K ﹤0.01% 592
2023
Q4 		$242K Hold
1,099
– – ﹤0.01% 557
2023
Q3 		$241K Hold
1,099
– – 0.01% 505
2023
Q2 		$247K Buy
1,099
+44
+4% +$8.8K 0.01% 510
2023
Q1 		$202K Buy
+1,055
New +$204K 0.01% 570
2022
Q3 		– Sell
-1,080
Closed -$223K – 596
2022
Q2 		$223K Buy
1,080
+48
+5% +$10.8K 0.01% 471
2022
Q1 		$249K Sell
1,032
-31
-3% -$7.19K 0.01% 475
2021
Q4 		$259K Buy
+1,063
New +$243K 0.01% 485

Other funds holding STE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Forum Financial Management's STE Position: Q1 2026 in Review

Forum Financial Management sold out of Steris (STE) in Q1 2026, closing a stake of 1,919 shares — an estimated $487K sold.

Forum Financial Management first reported a position in STE in Q4 2021 and held it in 15 quarters. The position peaked at $575K in Q3 2025. 845 funds tracked by Wall St. Rank hold STE as of Q1 2026.

  • Forum Financial Management reported no remaining Steris position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,919 Steris shares in Q1 2026, an estimated $487K.
  • Forum Financial Management first reported a position in Steris in Q4 2021 and held it in 15 quarters.
  • Forum Financial Management's Steris position peaked at $575K in Q3 2025.
  • 845 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.