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Simon Quick Advisors’s Steris STE Stock Holding History

Simon Quick 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
2025
Q4 		– Sell
-3,513
Closed -$869K – 431
2025
Q3 		$869K Buy
3,513
+601
+21% +$144K 0.04% 206
2025
Q2 		$699K Sell
2,912
-1,356
-32% -$316K 0.04% 215
2025
Q1 		$967K Buy
4,268
+415
+11% +$91.3K 0.06% 174
2024
Q4 		$792K Buy
3,853
+1,707
+80% +$374K 0.05% 180
2024
Q3 		$520K Buy
2,146
+206
+11% +$48.2K 0.03% 228
2024
Q2 		$426K Buy
1,940
+507
+35% +$110K 0.03% 236
2024
Q1 		$322K Buy
1,433
+495
+53% +$112K 0.02% 277
2023
Q4 		$206K Sell
938
-582
-38% -$123K 0.02% 309
2023
Q3 		$334K Buy
1,520
+331
+28% +$74.9K 0.03% 220
2023
Q2 		$268K Sell
1,189
-388
-25% -$77.6K 0.02% 224
2023
Q1 		$302K Buy
+1,577
New +$305K 0.03% 209
2022
Q2 		– Sell
-153
Closed -$37K – 370
2022
Q1 		$37K Buy
153
+1
+0.7% +$232 0.01% 236
2021
Q4 		$37K Sell
152
-121
-44% -$27.6K 0.01% 247
2021
Q3 		$55K Sell
273
-48
-15% -$10.3K 0.01% 242
2021
Q2 		$66K Hold
321
– – 0.02% 200
2021
Q1 		$61K Hold
321
– – 0.02% 214
2020
Q4 		$61K Buy
+321
New +$59.9K 0.02% 189

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

Simon Quick Advisors's STE Position: Q4 2025 in Review

Simon Quick Advisors sold out of Steris (STE) in Q4 2025, closing a stake of 3,513 shares — an estimated $869K sold.

Simon Quick Advisors first reported a position in STE in Q4 2020 and held it in 17 quarters. The position peaked at $967K in Q1 2025. 897 funds tracked by Wall St. Rank hold STE as of Q4 2025.

  • Simon Quick Advisors reported no remaining Steris position as of Q4 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 3,513 Steris shares in Q4 2025, an estimated $869K.
  • Simon Quick Advisors first reported a position in Steris in Q4 2020 and held it in 17 quarters.
  • Simon Quick Advisors's Steris position peaked at $967K in Q1 2025.
  • 897 funds tracked by Wall St. Rank held Steris as of Q4 2025.

Based on Simon Quick Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.