QTR Family Wealth’s Steris STE Stock Holding History

QTR Family Wealth’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	-1,071	Closed	-$262K	–	321
2025 Q4	$262K	Buy	1,071 +124	+13%	+$31.1K	0.12%	207
2025 Q3	$234K	Buy	+947	New	+$227K	0.11%	209

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

QTR Family Wealth's STE Position: Q1 2026 in Review

QTR Family Wealth sold out of Steris (STE) in Q1 2026, closing a stake of 1,071 shares — an estimated $262K sold.

QTR Family Wealth first reported a position in STE in Q3 2025 and held it in 2 quarters. The position peaked at $262K in Q4 2025. 838 funds tracked by Wall St. Rank hold STE as of Q1 2026.

QTR Family Wealth reported no remaining Steris position as of Q1 2026 after selling out during the quarter.
QTR Family Wealth sold 1,071 Steris shares in Q1 2026, an estimated $262K.
QTR Family Wealth first reported a position in Steris in Q3 2025 and held it in 2 quarters.
QTR Family Wealth's Steris position peaked at $262K in Q4 2025.
838 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.