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Beese Fulmer Investment Management’s Steris STE Stock Holding History

Beese Fulmer Investment 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
2026
Q2 		– Sell
-956
Closed -$211K – 479
2026
Q1 		$211K Sell
956
-317
-25% -$77.5K 0.01% 407
2025
Q4 		$323K Buy
+1,273
New +$320K 0.02% 270

Other funds holding STE

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HIC
Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
FG
Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Beese Fulmer Investment Management's STE Position: Q2 2026 in Review

Beese Fulmer Investment Management sold out of Steris (STE) in Q2 2026, closing a stake of 956 shares — an estimated $211K sold.

Beese Fulmer Investment Management first reported a position in STE in Q4 2025 and held it in 2 quarters. The position peaked at $323K in Q4 2025. 251 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Beese Fulmer Investment Management reported no remaining Steris position as of Q2 2026 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 956 Steris shares in Q2 2026, an estimated $211K.
  • Beese Fulmer Investment Management first reported a position in Steris in Q4 2025 and held it in 2 quarters.
  • Beese Fulmer Investment Management's Steris position peaked at $323K in Q4 2025.
  • 251 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.