Welch Capital Partners’s Steris STE Stock Holding History

Welch Capital Partners’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	$7.59M	Sell	34,332 -75	-0.2%	-$18.3K	1.71%	7
2025 Q4	$8.72M	Hold	34,407	–	–	1.75%	8
2025 Q3	$8.51M	Buy	34,407 +7,432	+28%	+$1.78M	1.75%	8
2025 Q2	$6.48M	Sell	26,975 -676	-2%	-$157K	1.44%	9
2025 Q1	$6.27M	Hold	27,651	–	–	1.49%	8
2024 Q4	$5.68M	Hold	27,651	–	–	1.23%	9
2024 Q3	$6.71M	Hold	27,651	–	–	1.5%	9
2024 Q2	$6.07M	Hold	27,651	–	–	1.44%	8
2024 Q1	$6.22M	Hold	27,651	–	–	1.55%	8
2023 Q4	$6.08M	Hold	27,651	–	–	1.62%	8
2023 Q3	$6.07M	Hold	27,651	–	–	1.74%	9
2023 Q2	$6.22M	Hold	27,651	–	–	1.74%	9
2023 Q1	$5.29M	Hold	27,651	–	–	1.59%	9
2022 Q4	$5.11M	Hold	27,651	–	–	1.63%	9
2022 Q3	$4.6M	Hold	27,651	–	–	1.51%	10
2022 Q2	$5.7M	Hold	27,651	–	–	1.75%	10
2022 Q1	$6.68M	Hold	27,651	–	–	1.62%	12
2021 Q4	$6.73M	Hold	27,651	–	–	1.48%	11
2021 Q3	$5.65M	Hold	27,651	–	–	1.37%	12
2021 Q2	$5.7M	Hold	27,651	–	–	1.34%	13
2021 Q1	$5.27M	Hold	27,651	–	–	1.38%	12
2020 Q4	$5.24M	Sell	27,651 -6	-0%	-$1.12K	1.46%	12
2020 Q3	$4.87M	Hold	27,657	–	–	1.5%	11
2020 Q2	$4.24M	Hold	27,657	–	–	1.4%	12
2020 Q1	$3.87M	Hold	27,657	–	–	1.55%	14
2019 Q4	$4.21M	Sell	27,657 -1,957	-7%	-$287K	1.24%	17
2019 Q3	$4.28M	Hold	29,614	–	–	1.42%	16
2019 Q2	$4.41M	Sell	29,614 -25,185	-46%	-$3.36M	1.5%	15
2019 Q1	$7.02M	Hold	54,799	–	–	2.39%	12
2018 Q4	$5.86M	Hold	54,799	–	–	2.24%	13
2018 Q3	$6.27M	Sell	54,799 -12,241	-18%	-$1.38M	2.05%	15
2018 Q2	$7.04M	Hold	67,040	–	–	2.42%	12
2018 Q1	$6.26M	Hold	67,040	–	–	2.15%	13
2017 Q4	$5.86M	Sell	67,040 -45,148	-40%	-$4.03M	2.09%	18
2017 Q3	$9.92M	Sell	112,188 -29,695	-21%	-$2.52M	3.34%	7
2017 Q2	$11.6M	Sell	141,883 -22,132	-13%	-$1.68M	3.83%	5
2017 Q1	$11.4M	Sell	164,015 -13,636	-8%	-$944K	3.76%	5
2016 Q4	$12M	Sell	177,651 -2,750	-2%	-$187K	4.05%	5
2016 Q3	$13.2M	Buy	180,401 +10,176	+6%	+$719K	4.3%	3
2016 Q2	$11.7M	Sell	170,225 -2,824	-2%	-$198K	4.21%	4
2016 Q1	$12.3M	Buy	+173,049	New	+$11.7M	4.5%	6
2015 Q4	–	Sell	-195,959	Closed	-$12.7M	–	36
2015 Q3	$12.7M	Hold	195,959	–	–	4.33%	10
2015 Q2	$12.6M	Buy	+195,959	New	+$13.2M	3.76%	14

Other funds holding STE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 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

Welch Capital Partners's STE Position: Q1 2026 in Review

Welch Capital Partners reduced its Steris (STE) stake by 0.22% in Q1 2026, selling an estimated $18.3K and leaving 34,332 shares worth $7.59M. The position accounts for 1.71% of the portfolio, ranked #7.

Welch Capital Partners first reported a position in STE in Q2 2015 and has held it in 43 quarters since. The position peaked at $13.2M in Q3 2016. 839 funds tracked by Wall St. Rank hold STE as of Q1 2026.

Welch Capital Partners held 34,332 shares of Steris worth $7.59M as of Q1 2026.
Welch Capital Partners sold 75 Steris shares in Q1 2026, an estimated $18.3K.
Steris made up 1.71% of Welch Capital Partners's portfolio in Q1 2026, its #7 holding.
Welch Capital Partners first reported a position in Steris in Q2 2015 and has held it in 43 quarters since.
Welch Capital Partners's Steris position peaked at $13.2M in Q3 2016.
839 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Welch Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.