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Marks Group Wealth Management’s Steris STE Stock Holding History

Marks Group 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
Q1 		$5.86M Sell
26,510
-4,267
-14% -$1.04M 0.57% 68
2025
Q4 		$7.8M Sell
30,777
-4,014
-12% -$1.01M 0.75% 39
2025
Q3 		$8.61M Sell
34,791
-1,046
-3% -$250K 0.8% 46
2025
Q2 		$8.61M Sell
35,837
-360
-1% -$83.8K 0.8% 52
2025
Q1 		$8.2M Buy
36,197
+2,487
+7% +$547K 0.79% 54
2024
Q4 		$6.93M Sell
33,710
-329
-1% -$72.2K 0.68% 67
2024
Q3 		$8.26M Buy
34,039
+529
+2% +$124K 0.79% 60
2024
Q2 		$7.36M Buy
33,510
+982
+3% +$213K 0.77% 58
2024
Q1 		$7.31M Buy
32,528
+16
+0% +$3.61K 0.76% 59
2023
Q4 		$7.15M Sell
32,512
-160
-0.5% -$33.8K 0.81% 51
2023
Q3 		$7.17M Sell
32,672
-385
-1% -$87.1K 0.89% 32
2023
Q2 		$7.44M Buy
33,057
+642
+2% +$128K 0.88% 33
2023
Q1 		$6.2M Buy
32,415
+1,376
+4% +$266K 0.79% 54
2022
Q4 		$5.73M Buy
+31,039
New +$5.46M 0.78% 56
2020
Q3 		– Sell
-6,061
Closed -$945K – 252
2020
Q2 		$945K Buy
+6,061
New +$923K 0.19% 128

Other funds holding STE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Marks Group Wealth Management's STE Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Steris (STE) stake by 14% in Q1 2026, selling an estimated $1.04M and leaving 26,510 shares worth $5.86M. The position accounts for 0.57% of the portfolio, ranked #68.

Marks Group Wealth Management first reported a position in STE in Q2 2020 and has held it in 15 quarters since. The position peaked at $8.61M in Q2 2025. 838 funds tracked by Wall St. Rank hold STE as of Q1 2026.

  • Marks Group Wealth Management held 26,510 shares of Steris worth $5.86M as of Q1 2026.
  • Marks Group Wealth Management sold 4,267 Steris shares in Q1 2026, an estimated $1.04M.
  • Steris made up 0.57% of Marks Group Wealth Management's portfolio in Q1 2026, its #68 holding.
  • Marks Group Wealth Management first reported a position in Steris in Q2 2020 and has held it in 15 quarters since.
  • Marks Group Wealth Management's Steris position peaked at $8.61M in Q2 2025.
  • 838 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.