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Concurrent Investment Advisors’s Steris STE Stock Holding History

Concurrent 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
2026
Q1 		$2.65M Buy
11,983
+420
+4% +$103K 0.03% 530
2025
Q4 		$2.93M Buy
11,563
+2,256
+24% +$567K 0.03% 464
2025
Q3 		$2.3M Sell
9,307
-58
-0.6% -$13.9K 0.04% 428
2025
Q2 		$2.25M Buy
9,365
+466
+5% +$109K 0.04% 400
2025
Q1 		$2.02M Buy
8,899
+1,279
+17% +$281K 0.05% 364
2024
Q4 		$1.57M Sell
7,620
-32
-0.4% -$7.02K 0.04% 381
2024
Q3 		$1.86M Buy
7,652
+323
+4% +$75.5K 0.05% 335
2024
Q2 		$1.61M Buy
7,329
+379
+5% +$82.3K 0.05% 330
2024
Q1 		$1.56M Sell
6,950
-2,257
-25% -$509K 0.06% 285
2023
Q4 		$2.02M Buy
+9,207
New +$1.95M 0.1% 225

Other funds holding STE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Concurrent Investment Advisors's STE Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Steris (STE) stake by 3.6% in Q1 2026, buying an estimated $103K and bringing the position to 11,983 shares worth $2.65M. The position accounts for 0.03% of the portfolio, ranked #530.

Concurrent Investment Advisors first reported a position in STE in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.93M in Q4 2025. 838 funds tracked by Wall St. Rank hold STE as of Q1 2026.

  • Concurrent Investment Advisors held 11,983 shares of Steris worth $2.65M as of Q1 2026.
  • Concurrent Investment Advisors bought 420 Steris shares in Q1 2026, an estimated $103K.
  • Steris made up 0.03% of Concurrent Investment Advisors's portfolio in Q1 2026, its #530 holding.
  • Concurrent Investment Advisors first reported a position in Steris in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Steris position peaked at $2.93M in Q4 2025.
  • 838 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.