Lee Financial’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.15M | Sell |
5,223
-566
| -10% | -$138K | 0.16% | 63 |
|
|
2025
Q4 | $1.47M | Sell |
5,789
-726
| -11% | -$182K | 0.2% | 56 |
|
|
2025
Q3 | $1.61M | Sell |
6,515
-61
| -0.9% | -$14.6K | 0.2% | 57 |
|
|
2025
Q2 | $1.58M | Buy |
6,576
+598
| +10% | +$139K | 0.23% | 51 |
|
|
2025
Q1 | $1.35M | Sell |
5,978
-781
| -12% | -$172K | 0.21% | 53 |
|
|
2024
Q4 | $1.39M | Buy |
6,759
+437
| +7% | +$95.9K | 0.2% | 55 |
|
|
2024
Q3 | $1.53M | Buy |
6,322
+251
| +4% | +$58.7K | 0.22% | 51 |
|
|
2024
Q2 | $1.33M | Buy |
6,071
+581
| +11% | +$126K | 0.22% | 48 |
|
|
2024
Q1 | $1.23M | Buy |
5,490
+724
| +15% | +$163K | 0.21% | 56 |
|
|
2023
Q4 | $1.05M | Sell |
4,766
-3
| -0.1% | -$634 | 0.18% | 63 |
|
|
2023
Q3 | $1.05M | Sell |
4,769
-251
| -5% | -$56.8K | 0.2% | 50 |
|
|
2023
Q2 | $1.13M | Hold |
5,020
| – | – | 0.2% | 56 |
|
|
2023
Q1 | $960K | Buy |
5,020
+625
| +14% | +$121K | 0.16% | 60 |
|
|
2022
Q4 | $812K | Buy |
4,395
+4,336
| +7,349% | +$762K | 0.14% | 73 |
|
|
2022
Q3 | $10K | Sell |
59
-5
| -8% | -$1.02K | ﹤0.01% | 441 |
|
|
2022
Q2 | $13K | Sell |
64
-15
| -19% | -$3.38K | ﹤0.01% | 410 |
|
|
2022
Q1 | $19K | Hold |
79
| – | – | ﹤0.01% | 351 |
|
|
2021
Q4 | $19K | Hold |
79
| – | – | ﹤0.01% | 385 |
|
|
2021
Q3 | $16K | Hold |
79
| – | – | ﹤0.01% | 366 |
|
|
2021
Q2 | $16K | Hold |
79
| – | – | ﹤0.01% | 349 |
|
|
2021
Q1 | $15K | Hold |
79
| – | – | ﹤0.01% | 343 |
|
|
2020
Q4 | $15K | Hold |
79
| – | – | ﹤0.01% | 329 |
|
|
2020
Q3 | $14K | Sell |
79
-16
| -17% | -$2.56K | ﹤0.01% | 355 |
|
|
2020
Q2 | $15K | Sell |
95
-20
| -17% | -$3.05K | ﹤0.01% | 312 |
|
|
2020
Q1 | $16K | Hold |
115
| – | – | 0.01% | 246 |
|
|
2019
Q4 | $18K | Hold |
115
| – | – | ﹤0.01% | 263 |
|
|
2019
Q3 | $17K | Hold |
115
| – | – | ﹤0.01% | 271 |
|
|
2019
Q2 | $17K | Hold |
115
| – | – | ﹤0.01% | 279 |
|
|
2019
Q1 | $15K | Hold |
115
| – | – | ﹤0.01% | 284 |
|
|
2018
Q4 | $12K | Sell |
115
-25
| -18% | -$2.79K | ﹤0.01% | 267 |
|
|
2018
Q3 | $16K | Hold |
140
| – | – | ﹤0.01% | 275 |
|
|
2018
Q2 | $15K | Hold |
140
| – | – | ﹤0.01% | 406 |
|
|
2018
Q1 | $13K | Hold |
140
| – | – | ﹤0.01% | 425 |
|
|
2017
Q4 | $12K | Hold |
140
| – | – | ﹤0.01% | 300 |
|
|
2017
Q3 | $12K | Sell |
140
-5
| -3% | -$424 | ﹤0.01% | 306 |
|
|
2017
Q2 | $12K | Hold |
145
| – | – | ﹤0.01% | 301 |
|
|
2017
Q1 | $10K | Hold |
145
| – | – | ﹤0.01% | 281 |
|
|
2016
Q4 | $10K | Buy |
+145
| New | +$9.84K | 0.01% | 290 |
|
Other funds holding STE
VCM
VPM
OAG
GIM
Lee Financial's STE Position: Q1 2026 in Review
Lee Financial reduced its Steris (STE) stake by 9.8% in Q1 2026, selling an estimated $138K and leaving 5,223 shares worth $1.15M. The position accounts for 0.16% of the portfolio, ranked #63.
Lee Financial first reported a position in STE in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.61M in Q3 2025. 838 funds tracked by Wall St. Rank hold STE as of Q1 2026.
- Lee Financial held 5,223 shares of Steris worth $1.15M as of Q1 2026.
- Lee Financial sold 566 Steris shares in Q1 2026, an estimated $138K.
- Steris made up 0.16% of Lee Financial's portfolio in Q1 2026, its #63 holding.
- Lee Financial first reported a position in Steris in Q4 2016 and has held it in 38 quarters since.
- Lee Financial's Steris position peaked at $1.61M in Q3 2025.
- 838 funds tracked by Wall St. Rank held Steris as of Q1 2026.
Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.