HWM
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HFR Wealth Management’s Steris STE Stock Holding History

HFR Wealth 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
Q2 		$8.24M Sell
39,135
-1,281
-3% -$275K 2.01% 27
2026
Q1 		$8.94M Sell
40,416
-874
-2% -$214K 2.19% 28
2025
Q4 		$10.5M Buy
41,290
+59
+0.1% +$14.8K 2.47% 25
2025
Q3 		$10.2M Buy
41,231
+110
+0.3% +$26.3K 2.34% 25
2025
Q2 		$9.88M Buy
41,121
+531
+1% +$124K 2.39% 25
2025
Q1 		$9.2M Buy
40,590
+156
+0.4% +$34.3K 2.24% 25
2024
Q4 		$8.31M Buy
40,434
+5
+0% +$1.1K 2.05% 28
2024
Q3 		$9.81M Buy
40,429
+604
+2% +$141K 2.38% 26
2024
Q2 		$8.74M Buy
39,825
+349
+0.9% +$75.8K 2.22% 26
2024
Q1 		$8.87M Buy
39,476
+640
+2% +$144K 2.24% 25
2023
Q4 		$8.54M Sell
38,836
-67
-0.2% -$14.2K 2.31% 28
2023
Q3 		$8.54M Sell
38,903
-1,279
-3% -$289K 2.5% 24
2023
Q2 		$9.04M Buy
40,182
+93
+0.2% +$18.6K 2.51% 20
2023
Q1 		$7.67M Sell
40,089
-428
-1% -$82.7K 2.18% 30
2022
Q4 		$7.48M Buy
40,517
+5
+0% +$879 2.17% 31
2022
Q3 		$6.74M Sell
40,512
-409
-1% -$83.2K 2.2% 32
2022
Q2 		$8.44M Buy
40,921
+155
+0.4% +$34.9K 2.55% 23
2022
Q1 		$9.86M Buy
+40,766
New +$9.45M 2.61% 20

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

HFR Wealth Management's STE Position: Q2 2026 in Review

HFR Wealth Management reduced its Steris (STE) stake by 3.2% in Q2 2026, selling an estimated $275K and leaving 39,135 shares worth $8.24M. The position accounts for 2.01% of the portfolio, ranked #27.

HFR Wealth Management first reported a position in STE in Q1 2022 and has held it in 18 quarters since. The position peaked at $10.5M in Q4 2025. 828 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • HFR Wealth Management held 39,135 shares of Steris worth $8.24M as of Q2 2026.
  • HFR Wealth Management sold 1,281 Steris shares in Q2 2026, an estimated $275K.
  • Steris made up 2.01% of HFR Wealth Management's portfolio in Q2 2026, its #27 holding.
  • HFR Wealth Management first reported a position in Steris in Q1 2022 and has held it in 18 quarters since.
  • HFR Wealth Management's Steris position peaked at $10.5M in Q4 2025.
  • 828 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on HFR Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.