Orion Portfolio Solutions’s Steris STE Stock Holding History

Orion Portfolio Solutions’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 Q1	$3.27M	Buy	14,416 +211	+1%	+$46.4K	0.03%	494
2024 Q4	$2.92M	Sell	14,205 -9,357	-40%	-$2.05M	0.03%	522
2024 Q3	$5.71M	Sell	23,562 -2,838	-11%	-$664K	0.06%	308
2024 Q2	$5.8M	Buy	26,400 +745	+3%	+$162K	0.06%	280
2024 Q1	$5.77M	Sell	25,655 -632	-2%	-$143K	0.06%	297
2023 Q4	$5.8M	Sell	26,287 -682	-3%	-$144K	0.07%	275
2023 Q3	$5.92M	Sell	26,969 -3,835	-12%	-$868K	0.07%	261
2023 Q2	$6.93M	Sell	30,804 -1,824	-6%	-$365K	0.07%	255
2023 Q1	$6.24M	Buy	+32,628	New	+$6.31M	0.08%	229
2020 Q3	–	Sell	-131	Closed	-$20K	–	1835
2020 Q2	$20K	Buy	131 +6	+5%	+$914	﹤0.01%	961
2020 Q1	$17K	Buy	125 +25	+25%	+$3.74K	﹤0.01%	900
2019 Q4	$15K	Buy	+100	New	+$14.7K	﹤0.01%	868

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Orion Portfolio Solutions's STE Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Steris (STE) stake by 1.5% in Q1 2025, buying an estimated $46.4K and bringing the position to 14,416 shares worth $3.27M. The position accounts for 0.03% of the portfolio, ranked #494.

Orion Portfolio Solutions first reported a position in STE in Q4 2019 and has held it in 12 quarters since. The position peaked at $6.93M in Q2 2023. 780 funds tracked by Wall St. Rank hold STE as of Q1 2025.

Orion Portfolio Solutions held 14,416 shares of Steris worth $3.27M as of Q1 2025.
Orion Portfolio Solutions bought 211 Steris shares in Q1 2025, an estimated $46.4K.
Steris made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #494 holding.
Orion Portfolio Solutions first reported a position in Steris in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's Steris position peaked at $6.93M in Q2 2023.
780 funds tracked by Wall St. Rank held Steris as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.