OF
STE icon

Optimize Financial’s Steris STE Stock Holding History

Optimize Financial’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 		$403K Sell
1,916
-6
-0.3% -$1.29K 0.14% 207
2026
Q1 		$425K Buy
1,922
+167
+10% +$40.9K 0.21% 177
2025
Q4 		$445K Buy
1,755
+24
+1% +$6.03K 0.22% 179
2025
Q3 		$428K Buy
+1,731
New +$414K 0.22% 182

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 $3.37T AUM 44.26% 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

Optimize Financial's STE Position: Q2 2026 in Review

Optimize Financial reduced its Steris (STE) stake by 0.31% in Q2 2026, selling an estimated $1.29K and leaving 1,916 shares worth $403K. The position accounts for 0.14% of the portfolio, ranked #207.

Optimize Financial first reported a position in STE in Q3 2025 and has held it in 4 quarters since. The position peaked at $445K in Q4 2025. 835 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Optimize Financial held 1,916 shares of Steris worth $403K as of Q2 2026.
  • Optimize Financial sold 6 Steris shares in Q2 2026, an estimated $1.29K.
  • Steris made up 0.14% of Optimize Financial's portfolio in Q2 2026, its #207 holding.
  • Optimize Financial first reported a position in Steris in Q3 2025 and has held it in 4 quarters since.
  • Optimize Financial's Steris position peaked at $445K in Q4 2025.
  • 835 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.