MTM Investment Management’s Steris STE Stock Holding History

MTM Investment 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	$370K	Hold	1,674	–	–	0.12%	150
2025 Q4	$424K	Sell	1,674 -24	-1%	-$6.03K	0.14%	136
2025 Q3	$420K	Hold	1,698	–	–	0.13%	140
2025 Q2	$408K	Sell	1,698 -80	-4%	-$18.6K	0.14%	139
2025 Q1	$401K	Hold	1,778	–	–	0.16%	137
2024 Q4	$365K	Hold	1,778	–	–	0.14%	145
2024 Q3	$411K	Hold	1,778	–	–	0.16%	131
2024 Q2	$390K	Hold	1,778	–	–	0.16%	129
2024 Q1	$400K	Sell	1,778 -68	-4%	-$15.3K	0.16%	127
2023 Q4	$406K	Hold	1,846	–	–	0.19%	119
2023 Q3	$405K	Buy	1,846 +22	+1%	+$4.98K	0.2%	111
2023 Q2	$410K	Buy	1,824 +12	+0.7%	+$2.4K	0.2%	110
2023 Q1	$347K	Buy	1,812 +193	+12%	+$37.3K	0.18%	119
2022 Q4	$299K	Sell	1,619 -72	-4%	-$12.7K	0.16%	129
2022 Q3	$281K	Buy	1,691 +253	+18%	+$51.5K	0.16%	121
2022 Q2	$303K	Buy	+1,438	New	+$324K	0.16%	126

Other funds holding STE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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