AO
STE icon

Advisor OS’s Steris STE Stock Holding History

Advisor OS’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 		– Sell
-1,148
Closed -$291K – 630
2025
Q4 		$291K Buy
+1,148
New +$288K 0.02% 389
2024
Q4 		– Sell
-1,321
Closed -$320K – 450
2024
Q3 		$320K Sell
1,321
-167
-11% -$39.1K 0.03% 313
2024
Q2 		$327K Sell
1,488
-68
-4% -$14.8K 0.04% 290
2024
Q1 		$350K Buy
1,556
+66
+4% +$14.9K 0.04% 287
2023
Q4 		$328K Buy
1,490
+40
+3% +$8.46K 0.04% 250
2023
Q3 		$318K Buy
1,450
+78
+6% +$17.6K 0.05% 226
2023
Q2 		$309K Buy
1,372
+50
+4% +$10K 0.05% 235
2023
Q1 		$253K Sell
1,322
-10
-0.8% -$1.93K 0.06% 211
2022
Q4 		$246K Buy
+1,332
New +$234K 0.07% 194
2022
Q3 		– Sell
-1,195
Closed -$247K – 209
2022
Q2 		$247K Sell
1,195
-119
-9% -$26.8K 0.07% 189
2022
Q1 		$318K Sell
1,314
-2,503
-66% -$580K 0.09% 172
2021
Q4 		$929K Buy
3,817
+794
+26% +$181K 0.19% 114
2021
Q3 		$616K Sell
3,023
-62
-2% -$13.3K 0.13% 136
2021
Q2 		$636K Buy
3,085
+589
+24% +$119K 0.13% 120
2021
Q1 		$476K Buy
2,496
+445
+22% +$82.6K 0.11% 123
2020
Q4 		$389K Sell
2,051
-221
-10% -$41.2K 0.1% 95
2020
Q3 		$401K Buy
+2,272
New +$363K 0.17% 65

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

Advisor OS's STE Position: Q1 2026 in Review

Advisor OS sold out of Steris (STE) in Q1 2026, closing a stake of 1,148 shares — an estimated $291K sold.

Advisor OS first reported a position in STE in Q3 2020 and held it in 17 quarters. The position peaked at $929K in Q4 2021. 838 funds tracked by Wall St. Rank hold STE as of Q1 2026.

  • Advisor OS reported no remaining Steris position as of Q1 2026 after selling out during the quarter.
  • Advisor OS sold 1,148 Steris shares in Q1 2026, an estimated $291K.
  • Advisor OS first reported a position in Steris in Q3 2020 and held it in 17 quarters.
  • Advisor OS's Steris position peaked at $929K in Q4 2021.
  • 838 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.