UFF
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USA Financial Formulas’s Steris STE Stock Holding History

USA Financial Formulas’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
Q2 		– Sell
-3
Closed -$663 – 520
2026
Q1 		$663 Hold
3
– – ﹤0.01% 363
2025
Q4 		$761 Buy
+3
New +$753 ﹤0.01% 331
2019
Q4 		– Sell
-7
Closed -$1K – 304
2019
Q3 		$1K Buy
+7
New +$1.05K ﹤0.01% 200
2019
Q1 		– Sell
-7,703
Closed -$881K – 313
2018
Q4 		$881K Buy
+7,703
New +$860K 0.22% 81
2017
Q4 		– Sell
-9,087
Closed -$803K – 335
2017
Q3 		$803K Buy
+9,087
New +$770K 0.19% 104

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

USA Financial Formulas's STE Position: Q2 2026 in Review

USA Financial Formulas sold out of Steris (STE) in Q2 2026, closing a stake of 3 shares — an estimated $663 sold.

USA Financial Formulas first reported a position in STE in Q3 2017 and held it in 5 quarters. The position peaked at $881K in Q4 2018. 830 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • USA Financial Formulas reported no remaining Steris position as of Q2 2026 after selling out during the quarter.
  • USA Financial Formulas sold 3 Steris shares in Q2 2026, an estimated $663.
  • USA Financial Formulas first reported a position in Steris in Q3 2017 and held it in 5 quarters.
  • USA Financial Formulas's Steris position peaked at $881K in Q4 2018.
  • 830 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.