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Summit Wealth Group (Colorado)’s Steris STE Stock Holding History

Summit Wealth Group (Colorado)’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
-11,688
Closed -$806K – 453
2025
Q3 		$806K Buy
+11,688
New +$2.8M 0.12% 111

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Summit Wealth Group (Colorado)'s STE Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Steris (STE) in Q4 2025, closing a stake of 11,688 shares — an estimated $806K sold.

Summit Wealth Group (Colorado) first reported a position in STE in Q3 2025 and held it in 1 quarter. The position peaked at $806K in Q3 2025. 895 funds tracked by Wall St. Rank hold STE as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Steris position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 11,688 Steris shares in Q4 2025, an estimated $806K.
  • Summit Wealth Group (Colorado) first reported a position in Steris in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Steris position peaked at $806K in Q3 2025.
  • 895 funds tracked by Wall St. Rank held Steris as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.