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Unique Wealth’s Steris STE Stock Holding History

Unique 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
2026
Q1 		– Sell
-1,113
Closed -$282K – 212
2025
Q4 		$282K Sell
1,113
-136
-11% -$34.2K 0.04% 157
2025
Q3 		$309K Buy
1,249
+22
+2% +$5.27K 0.05% 147
2025
Q2 		$295K Buy
1,227
+46
+4% +$10.7K 0.05% 144
2025
Q1 		$268K Buy
+1,181
New +$260K 0.05% 138

Other funds holding STE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Unique Wealth's STE Position: Q1 2026 in Review

Unique Wealth sold out of Steris (STE) in Q1 2026, closing a stake of 1,113 shares — an estimated $282K sold.

Unique Wealth first reported a position in STE in Q1 2025 and held it in 4 quarters. The position peaked at $309K in Q3 2025. 845 funds tracked by Wall St. Rank hold STE as of Q1 2026.

  • Unique Wealth reported no remaining Steris position as of Q1 2026 after selling out during the quarter.
  • Unique Wealth sold 1,113 Steris shares in Q1 2026, an estimated $282K.
  • Unique Wealth first reported a position in Steris in Q1 2025 and held it in 4 quarters.
  • Unique Wealth's Steris position peaked at $309K in Q3 2025.
  • 845 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Unique Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.