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Addison Advisors’s Steris STE Stock Holding History

Addison Advisors’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 		$9.51K Buy
43
+13
+43% +$3.18K ﹤0.01% 664
2025
Q4 		$7.61K Buy
30
+4
+15% +$1K ﹤0.01% 655
2025
Q3 		$6.43K Buy
26
+16
+160% +$3.83K ﹤0.01% 679
2025
Q2 		$2.4K Buy
+10
New +$2.33K ﹤0.01% 764
2023
Q1 		– Sell
-2
Closed -$369 – 767
2022
Q4 		$369 Hold
2
– – ﹤0.01% 719
2022
Q3 		$0 Hold
2
– – ﹤0.01% 765
2022
Q2 		$0 Hold
2
– – ﹤0.01% 767
2022
Q1 		$0 Hold
2
– – ﹤0.01% 780
2021
Q4 		$0 Buy
+2
New +$457 ﹤0.01% 714

Other funds holding STE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
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
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

Addison Advisors's STE Position: Q1 2026 in Review

Addison Advisors increased its Steris (STE) stake by 43% in Q1 2026, buying an estimated $3.18K and bringing the position to 43 shares worth $9.51K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Addison Advisors first reported a position in STE in Q4 2021 and has held it in 9 quarters since. 838 funds tracked by Wall St. Rank hold STE as of Q1 2026.

  • Addison Advisors held 43 shares of Steris worth $9.51K as of Q1 2026.
  • Addison Advisors bought 13 Steris shares in Q1 2026, an estimated $3.18K.
  • Steris made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #664 holding.
  • Addison Advisors first reported a position in Steris in Q4 2021 and has held it in 9 quarters since.
  • 838 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.