Global Financial Private Client’s Steris STE Stock Holding History

Global Financial Private Client’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	-39	Closed	-$8.84K	–	1407
2025 Q1	$8.84K	Buy	39 +8	+26%	+$1.76K	﹤0.01%	600
2024 Q4	$6.37K	Buy	31 +3	+11%	+$658	﹤0.01%	616
2024 Q3	$6.79K	Hold	28	–	–	﹤0.01%	611
2024 Q2	$6.15K	Hold	28	–	–	﹤0.01%	488
2024 Q1	$6.19K	Hold	28	–	–	﹤0.01%	503
2023 Q4	$6.16K	Hold	28	–	–	﹤0.01%	499
2023 Q3	$6.03K	Hold	28	–	–	﹤0.01%	487
2023 Q2	$6.14K	Hold	28	–	–	﹤0.01%	487
2023 Q1	$5.33K	Hold	28	–	–	﹤0.01%	502
2022 Q4	$5.17K	Hold	28	–	–	﹤0.01%	485
2022 Q3	$4.76K	Hold	28	–	–	﹤0.01%	474
2022 Q2	$5.91K	Hold	28	–	–	﹤0.01%	447
2022 Q1	$6.94K	Hold	28	–	–	﹤0.01%	443
2021 Q4	$6.82K	Hold	28	–	–	﹤0.01%	427
2021 Q3	$5.81K	Hold	28	–	–	﹤0.01%	393
2021 Q2	$5.85K	Hold	28	–	–	﹤0.01%	400
2021 Q1	$5.42K	Hold	28	–	–	﹤0.01%	357
2020 Q4	$5.31K	Hold	28	–	–	﹤0.01%	350
2020 Q3	$4.88K	Hold	28	–	–	﹤0.01%	345
2020 Q2	$4.32K	Sell	28 -205	-88%	-$31.2K	﹤0.01%	396
2020 Q1	$32.1K	Buy	233 +205	+732%	+$30.7K	0.03%	259
2019 Q4	$4.27K	Buy	+28	New	+$4.1K	﹤0.01%	423

Other funds holding STE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Global Financial Private Client's STE Position: Q2 2025 in Review

Global Financial Private Client sold out of Steris (STE) in Q2 2025, closing a stake of 39 shares — an estimated $8.84K sold.

Global Financial Private Client first reported a position in STE in Q4 2019 and held it in 22 quarters. The position peaked at $32.1K in Q1 2020. 836 funds tracked by Wall St. Rank hold STE as of Q2 2025.

Global Financial Private Client reported no remaining Steris position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 39 Steris shares in Q2 2025, an estimated $8.84K.
Global Financial Private Client first reported a position in Steris in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's Steris position peaked at $32.1K in Q1 2020.
836 funds tracked by Wall St. Rank held Steris as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.