Whalen Wealth Management’s Steris STE Stock Holding History

Whalen Wealth 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 Q1	–	Sell	-2,173	Closed	-$447K	–	172
2024 Q4	$447K	Buy	+2,173	New	+$477K	0.31%	75

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

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Whalen Wealth Management's STE Position: Q1 2025 in Review

Whalen Wealth Management sold out of Steris (STE) in Q1 2025, closing a stake of 2,173 shares — an estimated $447K sold.

Whalen Wealth Management first reported a position in STE in Q4 2024 and held it in 1 quarter. The position peaked at $447K in Q4 2024. 779 funds tracked by Wall St. Rank hold STE as of Q1 2025.

Whalen Wealth Management reported no remaining Steris position as of Q1 2025 after selling out during the quarter.
Whalen Wealth Management sold 2,173 Steris shares in Q1 2025, an estimated $447K.
Whalen Wealth Management first reported a position in Steris in Q4 2024 and held it in 1 quarter.
Whalen Wealth Management's Steris position peaked at $447K in Q4 2024.
779 funds tracked by Wall St. Rank held Steris as of Q1 2025.

Based on Whalen Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.