Key Financial Inc’s Steris STE Stock Holding History

Key Financial Inc’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 Q3	$102K	Hold	485	–	–	0.02%	422
2026 Q2	$102K	Hold	485	–	–	0.02%	421
2026 Q1	$107K	Hold	485	–	–	0.02%	398
2025 Q4	$123K	Hold	485	–	–	0.02%	360
2025 Q3	$117K	Hold	485	–	–	0.02%	368
2025 Q2	$117K	Hold	485	–	–	0.02%	351
2025 Q1	$110K	Hold	485	–	–	0.02%	341
2024 Q4	$100K	Hold	485	–	–	0.02%	357
2024 Q3	$118K	Hold	485	–	–	0.03%	328
2024 Q2	$106K	Hold	485	–	–	0.03%	327
2024 Q1	$109K	Hold	485	–	–	0.03%	304
2023 Q4	$107K	Hold	485	–	–	0.03%	298
2023 Q3	$106K	Hold	485	–	–	0.04%	273
2023 Q2	$109K	Hold	485	–	–	0.04%	273
2023 Q1	$92.8K	Hold	485	–	–	0.03%	302
2022 Q4	$80.6K	Hold	485	–	–	0.04%	283
2022 Q3	$81K	Hold	485	–	–	0.04%	287
2022 Q2	$102K	Hold	485	–	–	0.06%	232
2022 Q1	$117K	Hold	485	–	–	0.06%	228
2021 Q4	$118K	Buy	+485	New	+$111K	0.06%	209

Other funds holding STE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Locust Wood Capital Advisers New York $4.43B AUM 19.95% 1-Year Est. Return

Key Financial Inc's STE Position: Q3 2026 in Review

Key Financial Inc held its Steris (STE) position steady in Q3 2026 at 485 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #422.

Key Financial Inc first reported a position in STE in Q4 2021 and has held it in 20 quarters since. The position peaked at $123K in Q4 2025. 429 funds tracked by Wall St. Rank hold STE as of Q3 2026.

Key Financial Inc held 485 shares of Steris worth $102K as of Q3 2026.
Key Financial Inc left its Steris share count unchanged in Q3 2026.
Steris made up 0.02% of Key Financial Inc's portfolio in Q3 2026, its #422 holding.
Key Financial Inc first reported a position in Steris in Q4 2021 and has held it in 20 quarters since.
Key Financial Inc's Steris position peaked at $123K in Q4 2025.
429 funds tracked by Wall St. Rank held Steris as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.