Capital Advisors Ltd’s Steris STE Stock Holding History

Capital Advisors Ltd’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	$14K	Sell	65 -1	-2%	-$214	﹤0.01%	778
2026 Q1	$15K	Hold	66	–	–	﹤0.01%	742
2025 Q4	$17K	Hold	66	–	–	﹤0.01%	691
2025 Q3	$16K	Hold	66	–	–	﹤0.01%	699
2025 Q2	$16K	Sell	66 -39	-37%	-$9.08K	﹤0.01%	685
2025 Q1	$24K	Buy	105 +39	+59%	+$8.58K	﹤0.01%	587
2024 Q4	$14K	Buy	66 +1	+2%	+$219	﹤0.01%	708
2024 Q3	$16K	Hold	65	–	–	﹤0.01%	660
2024 Q2	$14K	Buy	65 +63	+3,150%	+$13.7K	﹤0.01%	681
2024 Q1	$0	Buy	+2	New	+$451	﹤0.01%	1536
2023 Q2	–	Sell	-1	Closed	–	–	1531
2023 Q1	$0	Buy	+1	New	+$193	﹤0.01%	1537
2022 Q4	–	Sell	-8	Closed	-$1K	–	1618
2022 Q3	$1K	Buy	8 +2	+33%	+$407	﹤0.01%	1123
2022 Q2	$1K	Buy	+6	New	+$1.35K	﹤0.01%	889
2022 Q1	–	Sell	-21	Closed	-$5K	–	1187
2021 Q4	$5K	Buy	21 +1	+5%	+$228	﹤0.01%	576
2021 Q3	$4K	Hold	20	–	–	﹤0.01%	480
2021 Q2	$4K	Hold	20	–	–	﹤0.01%	460
2021 Q1	$4K	Hold	20	–	–	﹤0.01%	460
2020 Q4	$4K	Hold	20	–	–	﹤0.01%	428
2020 Q3	$4K	Hold	20	–	–	﹤0.01%	427
2020 Q2	$3K	Buy	+20	New	+$3.05K	﹤0.01%	430

Other funds holding STE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Capital Advisors Ltd's STE Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Steris (STE) stake by 1.5% in Q2 2026, selling an estimated $214 and leaving 65 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Capital Advisors Ltd first reported a position in STE in Q2 2020 and has held it in 20 quarters since. The position peaked at $24K in Q1 2025. 830 funds tracked by Wall St. Rank hold STE as of Q2 2026.

Capital Advisors Ltd held 65 shares of Steris worth $14K as of Q2 2026.
Capital Advisors Ltd sold 1 Steris share in Q2 2026, an estimated $214.
Steris made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #778 holding.
Capital Advisors Ltd first reported a position in Steris in Q2 2020 and has held it in 20 quarters since.
Capital Advisors Ltd's Steris position peaked at $24K in Q1 2025.
830 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.