McDonald Partners’s Steris STE Stock Holding History

McDonald Partners’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 Q4	–	Sell	-1,040	Closed	-$257K	–	233
2025 Q3	$257K	Hold	1,040	–	–	0.08%	203
2025 Q2	$250K	Sell	1,040 -208	-17%	-$48.4K	0.06%	226
2025 Q1	$283K	Hold	1,248	–	–	0.07%	206
2024 Q4	$257K	Hold	1,248	–	–	0.07%	212
2024 Q3	$303K	Hold	1,248	–	–	0.08%	203
2024 Q2	$274K	Hold	1,248	–	–	0.07%	205
2024 Q1	$281K	Hold	1,248	–	–	0.08%	207
2023 Q4	$274K	Sell	1,248 -34	-3%	-$7.19K	0.08%	201
2023 Q3	$281K	Hold	1,282	–	–	0.09%	195
2023 Q2	$288K	Hold	1,282	–	–	0.09%	201
2023 Q1	$245K	Hold	1,282	–	–	0.08%	207
2022 Q4	$237K	Hold	1,282	–	–	0.08%	204
2022 Q3	$213K	Hold	1,282	–	–	0.08%	202
2022 Q2	$264K	Hold	1,282	–	–	0.07%	251
2022 Q1	$310K	Buy	+1,282	New	+$297K	0.07%	251
2021 Q4	–	Sell	-1,282	Closed	-$262K	–	703
2021 Q3	$262K	Hold	1,282	–	–	0.06%	263
2021 Q2	$264K	Hold	1,282	–	–	0.06%	260
2021 Q1	$244K	Hold	1,282	–	–	0.06%	256
2020 Q4	$243K	Buy	+1,282	New	+$239K	0.07%	243

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

McDonald Partners's STE Position: Q4 2025 in Review

McDonald Partners sold out of Steris (STE) in Q4 2025, closing a stake of 1,040 shares — an estimated $257K sold.

McDonald Partners first reported a position in STE in Q4 2020 and held it in 19 quarters. The position peaked at $310K in Q1 2022. 894 funds tracked by Wall St. Rank hold STE as of Q4 2025.

McDonald Partners reported no remaining Steris position as of Q4 2025 after selling out during the quarter.
McDonald Partners sold 1,040 Steris shares in Q4 2025, an estimated $257K.
McDonald Partners first reported a position in Steris in Q4 2020 and held it in 19 quarters.
McDonald Partners's Steris position peaked at $310K in Q1 2022.
894 funds tracked by Wall St. Rank held Steris as of Q4 2025.

Based on McDonald Partners's 13F filing for Q4 2025, filed 2 Feb 2026.