GoalVest Advisory’s Steris STE Stock Holding History

GoalVest Advisory’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	-3	Closed	-$680	–	507
2025 Q1	$680	Buy	+3	New	+$660	﹤0.01%	347
2024 Q4	–	Sell	-61	Closed	-$14.8K	–	430
2024 Q3	$14.8K	Buy	+61	New	+$14.3K	﹤0.01%	288

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

GoalVest Advisory's STE Position: Q2 2025 in Review

GoalVest Advisory sold out of Steris (STE) in Q2 2025, closing a stake of 3 shares — an estimated $680 sold.

GoalVest Advisory first reported a position in STE in Q3 2024 and held it in 2 quarters. The position peaked at $14.8K in Q3 2024. 834 funds tracked by Wall St. Rank hold STE as of Q2 2025.

GoalVest Advisory reported no remaining Steris position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 3 Steris shares in Q2 2025, an estimated $680.
GoalVest Advisory first reported a position in Steris in Q3 2024 and held it in 2 quarters.
GoalVest Advisory's Steris position peaked at $14.8K in Q3 2024.
834 funds tracked by Wall St. Rank held Steris as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.