Capstone Investment Advisors
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Capstone Investment Advisors’s Steris STE Stock Holding History

Capstone Investment 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
2025
Q1 		– Sell
-800
Closed -$164K – 1828
2024
Q4 		$164K Buy
800
+200
+33% +$43.9K ﹤0.01% 1632
2024
Q3 		$146K Buy
600
+200
+50% +$46.8K ﹤0.01% 1648
2024
Q2 		$87.8K Buy
400
+200
+100% +$43.4K ﹤0.01% 1905
2024
Q1 		$45K Sell
200
-500
-71% -$113K ﹤0.01% 2213
2023
Q4 		$154K Buy
+700
New +$148K ﹤0.01% 1852
2023
Q3 		– Sell
-600
Closed -$135K – 2288
2023
Q2 		$135K Hold
600
– – ﹤0.01% 1644
2023
Q1 		$115K Buy
+600
New +$116K ﹤0.01% 1353
2022
Q4 		– Sell
-2,700
Closed -$449K – 1636
2022
Q3 		$449K Sell
2,700
-200
-7% -$40.7K ﹤0.01% 1309
2022
Q2 		$598K Sell
2,900
-6,400
-69% -$1.44M ﹤0.01% 1180
2022
Q1 		$2.25M Buy
9,300
+4,400
+90% +$1.02M 0.01% 1003
2021
Q4 		$1.19M Buy
4,900
+1,700
+53% +$388K ﹤0.01% 1251
2021
Q3 		$654K Sell
3,200
-400
-11% -$85.6K ﹤0.01% 1513
2021
Q2 		$743K Sell
3,600
-300
-8% -$60.4K ﹤0.01% 1309
2021
Q1 		$743K Buy
3,900
+2,800
+255% +$519K ﹤0.01% 1192
2020
Q4 		$208K Buy
1,100
+800
+267% +$149K ﹤0.01% 1450
2020
Q3 		$53K Buy
+300
New +$48K ﹤0.01% 1359

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Capstone Investment Advisors's STE Position: Q1 2025 in Review

Capstone Investment Advisors sold out of Steris (STE) in Q1 2025, closing a stake of 2,657 shares — an estimated $546K sold.

Capstone Investment Advisors first reported a position in STE in Q4 2015 and held it in 13 quarters. The position peaked at $770K in Q1 2016. 779 funds tracked by Wall St. Rank hold STE as of Q1 2025.

  • Capstone Investment Advisors reported no remaining Steris position as of Q1 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 2,657 Steris shares in Q1 2025, an estimated $546K.
  • Capstone Investment Advisors first reported a position in Steris in Q4 2015 and held it in 13 quarters.
  • Capstone Investment Advisors's Steris position peaked at $770K in Q1 2016.
  • 779 funds tracked by Wall St. Rank held Steris as of Q1 2025.

Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.