UCFA
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United Capital Financial Advisors’s Steris STE Stock Holding History

United Capital Financial 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
2026
Q1 		$7.09M Sell
32,049
-4,934
-13% -$1.21M 0.04% 296
2025
Q4 		$9.38M Sell
36,983
-2,536
-6% -$637K 0.06% 251
2025
Q3 		$9.78M Sell
39,519
-446
-1% -$107K 0.07% 215
2025
Q2 		$9.6M Sell
39,965
-1,274
-3% -$297K 0.08% 203
2025
Q1 		$9.35M Sell
41,239
-2,853
-6% -$628K 0.08% 191
2024
Q4 		$9.06M Sell
44,092
-25,759
-37% -$5.65M 0.08% 190
2024
Q3 		$16.9M Sell
69,851
-3,859
-5% -$902K 0.14% 138
2024
Q2 		$16.2M Sell
73,710
-3,452
-4% -$750K 0.14% 138
2024
Q1 		$17.3M Sell
77,162
-4,606
-6% -$1.04M 0.14% 142
2023
Q4 		$18M Sell
81,768
-56,554
-41% -$12M 0.15% 137
2023
Q3 		$30.4M Sell
138,322
-18,301
-12% -$4.14M 0.2% 104
2023
Q2 		$35.2M Sell
156,623
-3,207
-2% -$642K 0.19% 105
2023
Q1 		$30.6M Sell
159,830
-155,740
-49% -$30.1M 0.17% 117
2022
Q4 		$58.3M Buy
315,570
+161,579
+105% +$28.4M 0.33% 69
2022
Q3 		$25.6M Sell
153,991
-271
-0.2% -$55.1K 0.15% 133
2022
Q2 		$31.8M Sell
154,262
-5,625
-4% -$1.27M 0.17% 120
2022
Q1 		$38.7M Sell
159,887
-5,009
-3% -$1.16M 0.19% 114
2021
Q4 		$40.1M Buy
164,896
+2,624
+2% +$600K 0.18% 115
2021
Q3 		$33.1M Buy
162,272
+2,236
+1% +$478K 0.17% 126
2021
Q2 		$33M Buy
160,036
+3,981
+3% +$802K 0.17% 130
2021
Q1 		$29.7M Buy
156,055
+9,748
+7% +$1.81M 0.16% 131
2020
Q4 		$27.7M Sell
146,307
-1,008
-0.7% -$188K 0.17% 133
2020
Q3 		$26M Buy
147,315
+2,938
+2% +$470K 0.17% 140
2020
Q2 		$22.2M Sell
144,377
-3,829
-3% -$583K 0.16% 141
2020
Q1 		$20.7M Buy
148,206
+505
+0.3% +$75.5K 0.17% 129
2019
Q4 		$22.5M Buy
147,701
+7,514
+5% +$1.1M 0.15% 168
2019
Q3 		$20.3M Sell
140,187
-13,225
-9% -$1.98M 0.14% 172
2019
Q2 		$22.8M Buy
153,412
+5,302
+4% +$708K 0.15% 144
2019
Q1 		$19M Buy
148,110
+10,001
+7% +$1.18M 0.13% 167
2018
Q4 		$14.8M Buy
138,109
+3,337
+2% +$373K 0.12% 179
2018
Q3 		$15.4M Buy
134,772
+3,617
+3% +$409K 0.11% 212
2018
Q2 		$13.8M Buy
131,155
+1,456
+1% +$146K 0.1% 223
2018
Q1 		$12.1M Sell
129,699
-165
-0.1% -$15K 0.09% 249
2017
Q4 		$11.4M Sell
129,864
-740
-0.6% -$66K 0.09% 273
2017
Q3 		$11.5M Sell
130,604
-3,258
-2% -$276K 0.1% 249
2017
Q2 		$10.9M Buy
133,862
+3,286
+3% +$250K 0.1% 251
2017
Q1 		$9.07M Buy
130,576
+11,587
+10% +$802K 0.08% 283
2016
Q4 		$8.02M Buy
118,989
+8,745
+8% +$593K 0.08% 303
2016
Q3 		$8.06M Buy
110,244
+10,825
+11% +$765K 0.08% 312
2016
Q2 		$6.86M Buy
99,419
+17,756
+22% +$1.24M 0.07% 315
2016
Q1 		$5.8M Buy
81,663
+13,961
+21% +$945K 0.06% 308
2015
Q4 		$5.1M Buy
67,702
+15,375
+29% +$1.11M 0.06% 322
2015
Q3 		$3.4M Buy
52,327
+10,930
+26% +$722K 0.04% 402
2015
Q2 		$2.67M Buy
41,397
+10,904
+36% +$735K 0.03% 511
2015
Q1 		$2.03M Buy
30,493
+12,425
+69% +$820K 0.02% 549
2014
Q4 		$1.17M Buy
18,068
+4,296
+31% +$265K 0.02% 606
2014
Q3 		$743K Buy
+13,772
New +$749K 0.01% 688

Other funds holding STE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

United Capital Financial Advisors's STE Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Steris (STE) stake by 13% in Q1 2026, selling an estimated $1.21M and leaving 32,049 shares worth $7.09M. The position accounts for 0.04% of the portfolio, ranked #296.

United Capital Financial Advisors first reported a position in STE in Q3 2014 and has held it in 47 quarters since. The position peaked at $58.3M in Q4 2022. 838 funds tracked by Wall St. Rank hold STE as of Q1 2026.

  • United Capital Financial Advisors held 32,049 shares of Steris worth $7.09M as of Q1 2026.
  • United Capital Financial Advisors sold 4,934 Steris shares in Q1 2026, an estimated $1.21M.
  • Steris made up 0.04% of United Capital Financial Advisors's portfolio in Q1 2026, its #296 holding.
  • United Capital Financial Advisors first reported a position in Steris in Q3 2014 and has held it in 47 quarters since.
  • United Capital Financial Advisors's Steris position peaked at $58.3M in Q4 2022.
  • 838 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.