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Oak Harbor Wealth Partners’s Steris STE Stock Holding History

Oak Harbor Wealth 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
Q2 		– Sell
-1,246
Closed -$282K – 266
2025
Q1 		$282K Sell
1,246
-1,758
-59% -$387K 0.08% 173
2024
Q4 		$618K Sell
3,004
-64
-2% -$14K 0.18% 108
2024
Q3 		$744K Buy
3,068
+195
+7% +$45.6K 0.21% 104
2024
Q2 		$631K Buy
2,873
+112
+4% +$24.3K 0.2% 104
2024
Q1 		$621K Buy
2,761
+88
+3% +$19.8K 0.19% 107
2023
Q4 		$588K Sell
2,673
-594
-18% -$126K 0.2% 102
2023
Q3 		$717K Buy
3,267
+322
+11% +$72.8K 0.25% 86
2023
Q2 		$663K Sell
2,945
-476
-14% -$95.2K 0.23% 92
2023
Q1 		$654K Buy
3,421
+1,962
+134% +$379K 0.24% 87
2022
Q4 		$269K Sell
1,459
-155
-10% -$27.3K 0.1% 132
2022
Q3 		$268K Buy
1,614
+265
+20% +$53.9K 0.1% 128
2022
Q2 		$278K Buy
+1,349
New +$304K 0.11% 124

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Oak Harbor Wealth Partners's STE Position: Q2 2025 in Review

Oak Harbor Wealth Partners sold out of Steris (STE) in Q2 2025, closing a stake of 1,246 shares — an estimated $282K sold.

Oak Harbor Wealth Partners first reported a position in STE in Q2 2022 and held it in 12 quarters. The position peaked at $744K in Q3 2024. 836 funds tracked by Wall St. Rank hold STE as of Q2 2025.

  • Oak Harbor Wealth Partners reported no remaining Steris position as of Q2 2025 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 1,246 Steris shares in Q2 2025, an estimated $282K.
  • Oak Harbor Wealth Partners first reported a position in Steris in Q2 2022 and held it in 12 quarters.
  • Oak Harbor Wealth Partners's Steris position peaked at $744K in Q3 2024.
  • 836 funds tracked by Wall St. Rank held Steris as of Q2 2025.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2025, filed 31 Jul 2025.