Outlook Wealth Advisors’s Steris STE Stock Holding History

Outlook Wealth Advisors’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	$616K	Sell	2,787 -94	-3%	-$23K	0.15%	155
2025 Q4	$730K	Sell	2,881 -6	-0.2%	-$1.51K	0.17%	119
2025 Q3	$714K	Buy	+2,887	New	+$691K	0.18%	117
2023 Q1	–	Sell	-3,734	Closed	-$690K	–	202
2022 Q4	$690K	Buy	3,734 +6	+0.2%	+$1.05K	0.33%	75
2022 Q3	$620K	Buy	+3,728	New	+$759K	0.28%	90

Other funds holding STE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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 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

Outlook Wealth Advisors's STE Position: Q1 2026 in Review

Outlook Wealth Advisors reduced its Steris (STE) stake by 3.3% in Q1 2026, selling an estimated $23K and leaving 2,787 shares worth $616K. The position accounts for 0.15% of the portfolio, ranked #155.

Outlook Wealth Advisors first reported a position in STE in Q3 2022 and has held it in 5 quarters since. The position peaked at $730K in Q4 2025. 838 funds tracked by Wall St. Rank hold STE as of Q1 2026.

Outlook Wealth Advisors held 2,787 shares of Steris worth $616K as of Q1 2026.
Outlook Wealth Advisors sold 94 Steris shares in Q1 2026, an estimated $23K.
Steris made up 0.15% of Outlook Wealth Advisors's portfolio in Q1 2026, its #155 holding.
Outlook Wealth Advisors first reported a position in Steris in Q3 2022 and has held it in 5 quarters since.
Outlook Wealth Advisors's Steris position peaked at $730K in Q4 2025.
838 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.