PDS Planning’s Steris STE Stock Holding History

PDS Planning’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	–	Sell	-916	Closed	-$232K	–	587
2025 Q4	$232K	Sell	916 -6	-0.7%	-$1.51K	0.02%	460
2025 Q3	$228K	Sell	922 -12	-1%	-$2.87K	0.02%	457
2025 Q2	$224K	Sell	934 -91	-9%	-$21.2K	0.02%	449
2025 Q1	$232K	Buy	+1,025	New	+$225K	0.02%	392

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

PDS Planning's STE Position: Q1 2026 in Review

PDS Planning sold out of Steris (STE) in Q1 2026, closing a stake of 916 shares — an estimated $232K sold.

PDS Planning first reported a position in STE in Q1 2025 and held it in 4 quarters. The position peaked at $232K in Q1 2025. 838 funds tracked by Wall St. Rank hold STE as of Q1 2026.

PDS Planning reported no remaining Steris position as of Q1 2026 after selling out during the quarter.
PDS Planning sold 916 Steris shares in Q1 2026, an estimated $232K.
PDS Planning first reported a position in Steris in Q1 2025 and held it in 4 quarters.
PDS Planning's Steris position peaked at $232K in Q1 2025.
838 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.