Nicolet Advisory Services’s Steris STE Stock Holding History

Nicolet Advisory Services’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	$293K	Buy	1,122 +188	+20%	+$47.2K	0.02%	332
2025 Q3	$226K	Buy	934 +6	+0.6%	+$1.44K	0.02%	369
2025 Q2	$211K	Sell	928 -12	-1%	-$2.79K	0.02%	380
2025 Q1	$204K	Buy	+940	New	+$207K	0.02%	360
2024 Q4	–	Sell	-917	Closed	-$214K	–	397
2024 Q3	$214K	Buy	+917	New	+$214K	0.02%	349

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

Nicolet Advisory Services's STE Position: Q4 2025 in Review

Nicolet Advisory Services increased its Steris (STE) stake by 20% in Q4 2025, buying an estimated $47.2K and bringing the position to 1,122 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #332.

Nicolet Advisory Services first reported a position in STE in Q3 2024 and has held it in 5 quarters since. 894 funds tracked by Wall St. Rank hold STE as of Q4 2025.

Nicolet Advisory Services held 1,122 shares of Steris worth $293K as of Q4 2025.
Nicolet Advisory Services bought 188 Steris shares in Q4 2025, an estimated $47.2K.
Steris made up 0.02% of Nicolet Advisory Services's portfolio in Q4 2025, its #332 holding.
Nicolet Advisory Services first reported a position in Steris in Q3 2024 and has held it in 5 quarters since.
894 funds tracked by Wall St. Rank held Steris as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.