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WealthTrak Capital Management’s Steris STE Stock Holding History

WealthTrak Capital Management’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
Q3 		– Sell
-6
Closed -$1.44K – 779
2025
Q2 		$1.44K Sell
6
-1
-14% -$233 ﹤0.01% 483
2025
Q1 		$1.59K Buy
7
+3
+75% +$660 ﹤0.01% 427
2024
Q4 		$823 Buy
+4
New +$878 ﹤0.01% 474

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management
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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

WealthTrak Capital Management's STE Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Steris (STE) in Q3 2025, closing a stake of 6 shares — an estimated $1.44K sold.

WealthTrak Capital Management first reported a position in STE in Q4 2024 and held it in 3 quarters. The position peaked at $1.59K in Q1 2025. 842 funds tracked by Wall St. Rank hold STE as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Steris position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 6 Steris shares in Q3 2025, an estimated $1.44K.
  • WealthTrak Capital Management first reported a position in Steris in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Steris position peaked at $1.59K in Q1 2025.
  • 842 funds tracked by Wall St. Rank held Steris as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.