Unique Wealth Strategies’s Steris STE Stock Holding History

Unique Wealth Strategies’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
2024 Q3	–	Sell	-3	Closed	-$674	–	602
2024 Q2	$674	Buy	+3	New	+$652	﹤0.01%	584

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Unique Wealth Strategies's STE Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Steris (STE) in Q3 2024, closing a stake of 3 shares — an estimated $674 sold.

Unique Wealth Strategies first reported a position in STE in Q2 2024 and held it in 1 quarter. The position peaked at $674 in Q2 2024. 758 funds tracked by Wall St. Rank hold STE as of Q3 2024.

Unique Wealth Strategies reported no remaining Steris position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 3 Steris shares in Q3 2024, an estimated $674.
Unique Wealth Strategies first reported a position in Steris in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's Steris position peaked at $674 in Q2 2024.
758 funds tracked by Wall St. Rank held Steris as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.