Welch & Forbes’s Steris STE Stock Holding History

Welch & Forbes’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	$570K	Buy	2,707 +140	+5%	+$30K	0.01%	276
2026 Q1	$568K	Sell	2,567 -219	-8%	-$53.6K	0.01%	264
2025 Q4	$706K	Hold	2,786	–	–	0.01%	250
2025 Q3	$689K	Hold	2,786	–	–	0.01%	254
2025 Q2	$669K	Hold	2,786	–	–	0.01%	254
2025 Q1	$631K	Hold	2,786	–	–	0.01%	254
2024 Q4	$573K	Hold	2,786	–	–	0.01%	266
2024 Q3	$676K	Hold	2,786	–	–	0.01%	257
2024 Q2	$596K	Buy	2,786 +197	+8%	+$42.8K	0.01%	264
2024 Q1	$582K	Hold	2,589	–	–	0.01%	273
2023 Q4	$569K	Sell	2,589 -10	-0.4%	-$2.12K	0.01%	268
2023 Q3	$570K	Sell	2,599 -279	-10%	-$63.1K	0.01%	265
2023 Q2	$647K	Buy	2,878 +289	+11%	+$57.8K	0.01%	262
2023 Q1	$495K	Hold	2,589	–	–	0.01%	279
2022 Q4	$478K	Sell	2,589 -1,423	-35%	-$250K	0.01%	285
2022 Q3	$667K	Hold	4,012	–	–	0.01%	252
2022 Q2	$827K	Hold	4,012	–	–	0.02%	246
2022 Q1	$970K	Hold	4,012	–	–	0.02%	233
2021 Q4	$977K	Hold	4,012	–	–	0.01%	234
2021 Q3	$820K	Hold	4,012	–	–	0.01%	243
2021 Q2	$828K	Buy	4,012 +2,294	+134%	+$462K	0.01%	241
2021 Q1	$327K	Hold	1,718	–	–	0.01%	333
2020 Q4	$326K	Buy	+1,718	New	+$321K	0.01%	325

Other funds holding STE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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

Welch & Forbes's STE Position: Q2 2026 in Review

Welch & Forbes increased its Steris (STE) stake by 5.5% in Q2 2026, buying an estimated $30K and bringing the position to 2,707 shares worth $570K. The position accounts for 0.01% of the portfolio, ranked #276.

Welch & Forbes first reported a position in STE in Q4 2020 and has held it in 23 quarters since. The position peaked at $977K in Q4 2021. 830 funds tracked by Wall St. Rank hold STE as of Q2 2026.

Welch & Forbes held 2,707 shares of Steris worth $570K as of Q2 2026.
Welch & Forbes bought 140 Steris shares in Q2 2026, an estimated $30K.
Steris made up 0.01% of Welch & Forbes's portfolio in Q2 2026, its #276 holding.
Welch & Forbes first reported a position in Steris in Q4 2020 and has held it in 23 quarters since.
Welch & Forbes's Steris position peaked at $977K in Q4 2021.
830 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.