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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
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
OAG
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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Optimize Financial's STE Position: Q1 2026 in Review

Optimize Financial increased its Steris (STE) stake by 9.5% in Q1 2026, buying an estimated $40.9K and bringing the position to 1,922 shares worth $425K. The position accounts for 0.21% of the portfolio, ranked #177.

Optimize Financial first reported a position in STE in Q3 2025 and has held it in 3 quarters since. The position peaked at $445K in Q4 2025. 838 funds tracked by Wall St. Rank hold STE as of Q1 2026.

  • Optimize Financial held 1,922 shares of Steris worth $425K as of Q1 2026.
  • Optimize Financial bought 167 Steris shares in Q1 2026, an estimated $40.9K.
  • Steris made up 0.21% of Optimize Financial's portfolio in Q1 2026, its #177 holding.
  • Optimize Financial first reported a position in Steris in Q3 2025 and has held it in 3 quarters since.
  • Optimize Financial's Steris position peaked at $445K in Q4 2025.
  • 838 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.