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Personal CFO Solutions’s Steris STE Stock Holding History

Personal CFO 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
Q4 		– Sell
-1,215
Closed -$301K – 528
2025
Q3 		$301K Sell
1,215
-658
-35% -$157K 0.05% 349
2025
Q2 		$450K Sell
1,873
-1,783
-49% -$415K 0.08% 242
2025
Q1 		$829K Hold
3,656
– – 0.17% 133
2024
Q4 		$751K Sell
3,656
-379
-9% -$83.1K 0.15% 144
2024
Q3 		$979K Sell
4,035
-220
-5% -$51.4K 0.14% 142
2024
Q2 		$934K Sell
4,255
-45
-1% -$9.78K 0.14% 137
2024
Q1 		$967K Buy
4,300
+49
+1% +$11.1K 0.15% 134
2023
Q4 		$935K Buy
4,251
+180
+4% +$38.1K 0.16% 128
2023
Q3 		$893K Sell
4,071
-111
-3% -$25.1K 0.18% 110
2023
Q2 		$941K Buy
4,182
+73
+2% +$14.6K 0.19% 105
2023
Q1 		$786K Sell
4,109
-2
-0% -$387 0.16% 120
2022
Q4 		$759K Sell
4,111
-204
-5% -$35.9K 0.16% 120
2022
Q3 		$717K Sell
4,315
-160
-4% -$32.6K 0.18% 110
2022
Q2 		$922K Sell
4,475
-97
-2% -$21.9K 0.22% 79
2022
Q1 		$1.1M Sell
4,572
-81
-2% -$18.8K 0.22% 95
2021
Q4 		$1.13M Buy
4,653
+43
+0.9% +$9.82K 0.21% 97
2021
Q3 		$942K Buy
4,610
+80
+2% +$17.1K 0.19% 112
2021
Q2 		$935K Sell
4,530
-236
-5% -$47.5K 0.19% 109
2021
Q1 		$908K Buy
+4,766
New +$884K 0.2% 101
2020
Q1 		– Sell
-4,589
Closed -$698K – 361
2019
Q4 		$698K Sell
4,589
-56
-1% -$8.21K 0.2% 106
2019
Q3 		$671K Buy
+4,645
New +$694K 0.27% 95

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Personal CFO Solutions's STE Position: Q4 2025 in Review

Personal CFO Solutions sold out of Steris (STE) in Q4 2025, closing a stake of 1,215 shares — an estimated $301K sold.

Personal CFO Solutions first reported a position in STE in Q3 2019 and held it in 21 quarters. The position peaked at $1.13M in Q4 2021. 897 funds tracked by Wall St. Rank hold STE as of Q4 2025.

  • Personal CFO Solutions reported no remaining Steris position as of Q4 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 1,215 Steris shares in Q4 2025, an estimated $301K.
  • Personal CFO Solutions first reported a position in Steris in Q3 2019 and held it in 21 quarters.
  • Personal CFO Solutions's Steris position peaked at $1.13M in Q4 2021.
  • 897 funds tracked by Wall St. Rank held Steris as of Q4 2025.

Based on Personal CFO Solutions's 13F filing for Q4 2025, filed 22 Jan 2026.