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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
Q2 		$2.84M Buy
13,502
+1,519
+13% +$326K 0.02% 607
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
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
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

Concurrent Investment Advisors's STE Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Steris (STE) stake by 13% in Q2 2026, buying an estimated $326K and bringing the position to 13,502 shares worth $2.84M. The position accounts for 0.02% of the portfolio, ranked #607.

Concurrent Investment Advisors first reported a position in STE in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.93M in Q4 2025. 839 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Concurrent Investment Advisors held 13,502 shares of Steris worth $2.84M as of Q2 2026.
  • Concurrent Investment Advisors bought 1,519 Steris shares in Q2 2026, an estimated $326K.
  • Steris made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #607 holding.
  • Concurrent Investment Advisors first reported a position in Steris in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Steris position peaked at $2.93M in Q4 2025.
  • 839 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.