OFO
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OneAscent Family Office’s Steris STE Stock Holding History

OneAscent Family Office’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 		$447K Buy
2,123
+267
+14% +$57.2K 0.23% 93
2026
Q1 		$410K Sell
1,856
-161
-8% -$39.4K 0.29% 86
2025
Q4 		$511K Buy
2,017
+15
+0.7% +$3.77K 0.35% 74
2025
Q3 		$495K Sell
2,002
-38
-2% -$9.1K 0.4% 64
2025
Q2 		$490K Buy
2,040
+249
+14% +$58K 0.46% 51
2025
Q1 		$405K Buy
+1,791
New +$394K 0.38% 78

Other funds holding STE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
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
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

OneAscent Family Office's STE Position: Q2 2026 in Review

OneAscent Family Office increased its Steris (STE) stake by 14% in Q2 2026, buying an estimated $57.2K and bringing the position to 2,123 shares worth $447K. The position accounts for 0.23% of the portfolio, ranked #93.

OneAscent Family Office first reported a position in STE in Q1 2025 and has held it in 6 quarters since. The position peaked at $511K in Q4 2025. 839 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • OneAscent Family Office held 2,123 shares of Steris worth $447K as of Q2 2026.
  • OneAscent Family Office bought 267 Steris shares in Q2 2026, an estimated $57.2K.
  • Steris made up 0.23% of OneAscent Family Office's portfolio in Q2 2026, its #93 holding.
  • OneAscent Family Office first reported a position in Steris in Q1 2025 and has held it in 6 quarters since.
  • OneAscent Family Office's Steris position peaked at $511K in Q4 2025.
  • 839 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.