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Sigma Planning Corp’s Steris STE Stock Holding History

Sigma Planning Corp’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
-2,232
Closed -$566K – 1395
2025
Q4 		$566K Buy
+2,232
New +$561K 0.02% 749
2019
Q3 		– Sell
-2,404
Closed -$358K – 1060
2019
Q2 		$358K Buy
2,404
+625
+35% +$83.5K 0.02% 660
2019
Q1 		$228K Buy
+1,779
New +$209K 0.01% 795
2016
Q2 		– Sell
-13,376
Closed -$950K – 761
2016
Q1 		$950K Sell
13,376
-631
-5% -$42.7K 0.13% 188
2015
Q4 		$1.05M Buy
+14,007
New +$1.01M 0.15% 167

Other funds holding STE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
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
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

Sigma Planning Corp's STE Position: Q1 2026 in Review

Sigma Planning Corp sold out of Steris (STE) in Q1 2026, closing a stake of 2,232 shares — an estimated $566K sold.

Sigma Planning Corp first reported a position in STE in Q4 2015 and held it in 5 quarters. The position peaked at $1.05M in Q4 2015. 838 funds tracked by Wall St. Rank hold STE as of Q1 2026.

  • Sigma Planning Corp reported no remaining Steris position as of Q1 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 2,232 Steris shares in Q1 2026, an estimated $566K.
  • Sigma Planning Corp first reported a position in Steris in Q4 2015 and held it in 5 quarters.
  • Sigma Planning Corp's Steris position peaked at $1.05M in Q4 2015.
  • 838 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.