TritonPoint Wealth’s Steris STE Stock Holding History

TritonPoint 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
2025 Q4	–	Sell	-1,987	Closed	-$492K	–	344
2025 Q3	$492K	Buy	1,987 +1	+0.1%	+$239	0.04%	224
2025 Q2	$477K	Buy	1,986 +20	+1%	+$4.66K	0.04%	221
2025 Q1	$446K	Buy	1,966 +117	+6%	+$25.7K	0.04%	227
2024 Q4	$380K	Sell	1,849 -96	-5%	-$21.1K	0.03%	241
2024 Q3	$465K	Buy	1,945 +158	+9%	+$37K	0.04%	217
2024 Q2	$392K	Sell	1,787 -933	-34%	-$203K	0.04%	229
2024 Q1	$640K	Sell	2,720 -239	-8%	-$53.9K	0.07%	179
2023 Q4	$651K	Buy	+2,959	New	+$626K	0.06%	184

Other funds holding STE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $19.5B AUM 17.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TritonPoint Wealth's STE Position: Q4 2025 in Review

TritonPoint Wealth sold out of Steris (STE) in Q4 2025, closing a stake of 1,987 shares — an estimated $492K sold.

TritonPoint Wealth first reported a position in STE in Q4 2023 and held it in 8 quarters. The position peaked at $651K in Q4 2023. 895 funds tracked by Wall St. Rank hold STE as of Q4 2025.

TritonPoint Wealth reported no remaining Steris position as of Q4 2025 after selling out during the quarter.
TritonPoint Wealth sold 1,987 Steris shares in Q4 2025, an estimated $492K.
TritonPoint Wealth first reported a position in Steris in Q4 2023 and held it in 8 quarters.
TritonPoint Wealth's Steris position peaked at $651K in Q4 2023.
895 funds tracked by Wall St. Rank held Steris as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.