WD Rutherford’s Steris STE Stock Holding History

WD Rutherford’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	-925	Closed	-$229K	–	80
2025 Q3	$229K	Hold	925	–	–	0.1%	72
2025 Q2	$222K	Hold	925	–	–	0.1%	70
2025 Q1	$204K	Buy	+925	New	+$203K	0.11%	73
2024 Q4	–	Sell	-2,292	Closed	-$556K	–	77
2024 Q3	$556K	Sell	2,292 -3	-0.1%	-$702	0.27%	60
2024 Q2	$504K	Sell	2,295 -445	-16%	-$96.7K	0.25%	66
2024 Q1	$616K	Hold	2,740	–	–	0.32%	60
2023 Q4	$603K	Sell	2,740 -240	-8%	-$50.8K	0.35%	54
2023 Q3	$654K	Buy	2,980 +10	+0.3%	+$2.26K	0.45%	52
2023 Q2	$668K	Hold	2,970	–	–	0.43%	53
2023 Q1	$568K	Hold	2,970	–	–	0.4%	55
2022 Q4	$549K	Sell	2,970 -295	-9%	-$51.9K	0.43%	52
2022 Q3	$543K	Sell	3,265 -75	-2%	-$15.3K	0.44%	52
2022 Q2	$689K	Sell	3,340 -20	-0.6%	-$4.51K	0.53%	46
2022 Q1	$812K	Hold	3,360	–	–	0.46%	51
2021 Q4	$818K	Hold	3,360	–	–	0.41%	53
2021 Q3	$686K	Hold	3,360	–	–	0.37%	54
2021 Q2	$693K	Buy	3,360 +40	+1%	+$8.05K	0.39%	52
2021 Q1	$632K	Hold	3,320	–	–	0.39%	55
2020 Q4	$629K	Buy	+3,320	New	+$619K	0.4%	49

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

WD Rutherford's STE Position: Q4 2025 in Review

WD Rutherford sold out of Steris (STE) in Q4 2025, closing a stake of 925 shares — an estimated $229K sold.

WD Rutherford first reported a position in STE in Q4 2020 and held it in 19 quarters. The position peaked at $818K in Q4 2021. 895 funds tracked by Wall St. Rank hold STE as of Q4 2025.

WD Rutherford reported no remaining Steris position as of Q4 2025 after selling out during the quarter.
WD Rutherford sold 925 Steris shares in Q4 2025, an estimated $229K.
WD Rutherford first reported a position in Steris in Q4 2020 and held it in 19 quarters.
WD Rutherford's Steris position peaked at $818K in Q4 2021.
895 funds tracked by Wall St. Rank held Steris as of Q4 2025.

Based on WD Rutherford's 13F filing for Q4 2025, filed 6 Feb 2026.