Merit Financial Group’s Steris STE Stock Holding History

Merit Financial Group’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	$843K	Buy	4,004 +14	+0.4%	+$3K	0.01%	1174
2026 Q1	$882K	Sell	3,990 -4,191	-51%	-$1.03M	0.01%	1046
2025 Q4	$2.07M	Buy	8,181 +2,419	+42%	+$607K	0.02%	633
2025 Q3	$1.43M	Buy	5,762 +1,802	+46%	+$431K	0.01%	698
2025 Q2	$951K	Buy	3,960 +2,055	+108%	+$478K	0.01%	814
2025 Q1	$432K	Buy	1,905 +638	+50%	+$140K	0.01%	998
2024 Q4	$260K	Buy	+1,267	New	+$278K	﹤0.01%	981
2024 Q3	–	Sell	-1,122	Closed	-$246K	–	947
2024 Q2	$246K	Buy	1,122 +39	+4%	+$8.47K	0.01%	785
2024 Q1	$225K	Buy	+1,083	New	+$244K	0.01%	788

Other funds holding STE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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

Merit Financial Group's STE Position: Q2 2026 in Review

Merit Financial Group increased its Steris (STE) stake by 0.35% in Q2 2026, buying an estimated $3K and bringing the position to 4,004 shares worth $843K. The position accounts for 0.01% of the portfolio, ranked #1174.

Merit Financial Group first reported a position in STE in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.07M in Q4 2025. 830 funds tracked by Wall St. Rank hold STE as of Q2 2026.

Merit Financial Group held 4,004 shares of Steris worth $843K as of Q2 2026.
Merit Financial Group bought 14 Steris shares in Q2 2026, an estimated $3K.
Steris made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1174 holding.
Merit Financial Group first reported a position in Steris in Q1 2024 and has held it in 9 quarters since.
Merit Financial Group's Steris position peaked at $2.07M in Q4 2025.
830 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.