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Blue Zone Wealth Advisors’s Steris STE Stock Holding History

Blue Zone Wealth 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
Q2 		– Sell
-1,248
Closed -$276K – 136
2026
Q1 		$276K Sell
1,248
-26,787
-96% -$6.55M 0.06% 110
2025
Q4 		$7.11M Sell
28,035
-677
-2% -$170K 1.36% 27
2025
Q3 		$7.1M Buy
28,712
+482
+2% +$115K 1.42% 28
2025
Q2 		$6.78M Buy
28,230
+202
+0.7% +$47K 1.69% 22
2025
Q1 		$6.35M Buy
28,028
+2,240
+9% +$493K 1.77% 22
2024
Q4 		$5.3M Buy
25,788
+520
+2% +$114K 1.53% 24
2024
Q3 		$6.13M Buy
25,268
+735
+3% +$172K 1.91% 18
2024
Q2 		$5.39M Sell
24,533
-404
-2% -$87.8K 1.86% 15
2024
Q1 		$5.61M Buy
24,937
+704
+3% +$159K 1.93% 18
2023
Q4 		$5.33M Buy
24,233
+516
+2% +$109K 2.13% 14
2023
Q3 		$5.2M Buy
23,717
+59
+0.2% +$13.3K 2.28% 13
2023
Q2 		$5.32M Buy
+23,658
New +$4.73M 2.46% 12

Other funds holding STE

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 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
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
CCM
Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
MCG
McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return

Blue Zone Wealth Advisors's STE Position: Q2 2026 in Review

Blue Zone Wealth Advisors sold out of Steris (STE) in Q2 2026, closing a stake of 1,248 shares — an estimated $276K sold.

Blue Zone Wealth Advisors first reported a position in STE in Q2 2023 and held it in 12 quarters. The position peaked at $7.11M in Q4 2025. 91 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Blue Zone Wealth Advisors reported no remaining Steris position as of Q2 2026 after selling out during the quarter.
  • Blue Zone Wealth Advisors sold 1,248 Steris shares in Q2 2026, an estimated $276K.
  • Blue Zone Wealth Advisors first reported a position in Steris in Q2 2023 and held it in 12 quarters.
  • Blue Zone Wealth Advisors's Steris position peaked at $7.11M in Q4 2025.
  • 91 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.