Comprehensive Financial Consultants Institutional’s Steris STE Stock Holding History

Comprehensive Financial Consultants Institutional’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	$2.78M	Buy	13,195 +2,722	+26%	+$584K	0.73%	52
2026 Q1	$2.32M	Buy	10,473 +270	+3%	+$66K	0.69%	51
2025 Q4	$2.59M	Buy	10,203 +105	+1%	+$26.4K	0.78%	47
2025 Q3	$2.5M	Buy	10,098 +231	+2%	+$55.3K	0.77%	46
2025 Q2	$2.37M	Buy	9,867 +251	+3%	+$58.4K	0.78%	47
2025 Q1	$2.18M	Buy	9,616 +160	+2%	+$35.2K	0.77%	47
2024 Q4	$1.94M	Buy	9,456 +638	+7%	+$140K	0.71%	51
2024 Q3	$2.14M	Sell	8,818 -44	-0.5%	-$10.3K	0.78%	48
2024 Q2	$1.95M	Buy	8,862 +1,177	+15%	+$256K	0.76%	50
2024 Q1	$1.73M	Buy	7,685 +373	+5%	+$84.1K	0.72%	53
2023 Q4	$1.61M	Buy	7,312 +696	+11%	+$147K	0.75%	52
2023 Q3	$1.45M	Buy	6,616 +631	+11%	+$143K	0.76%	49
2023 Q2	$1.37M	Buy	5,985 +202	+3%	+$40.4K	0.72%	54
2023 Q1	$1.11M	Buy	5,783 +365	+7%	+$70.5K	0.63%	60
2022 Q4	$1.08M	Buy	5,418 +407	+8%	+$71.6K	0.66%	57
2022 Q3	$852K	Buy	5,011 +197	+4%	+$40.1K	0.56%	66
2022 Q2	$1M	Buy	+4,814	New	+$1.09M	0.71%	49

Other funds holding STE

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

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

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

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

Comprehensive Financial Consultants Institutional's STE Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its Steris (STE) stake by 26% in Q2 2026, buying an estimated $584K and bringing the position to 13,195 shares worth $2.78M. The position accounts for 0.73% of the portfolio, ranked #52.

Comprehensive Financial Consultants Institutional first reported a position in STE in Q2 2022 and has held it in 17 quarters since. 91 funds tracked by Wall St. Rank hold STE as of Q2 2026.

Comprehensive Financial Consultants Institutional held 13,195 shares of Steris worth $2.78M as of Q2 2026.
Comprehensive Financial Consultants Institutional bought 2,722 Steris shares in Q2 2026, an estimated $584K.
Steris made up 0.73% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #52 holding.
Comprehensive Financial Consultants Institutional first reported a position in Steris in Q2 2022 and has held it in 17 quarters since.
91 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.