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Crestwood Advisors Group’s Steris STE Stock Holding History

Crestwood Advisors Group’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 		$484K Buy
2,297
+144
+7% +$30.9K 0.01% 502
2026
Q1 		$476K Sell
2,153
-1,745
-45% -$427K 0.01% 436
2025
Q4 		$988K Sell
3,898
-1,865
-32% -$468K 0.02% 284
2025
Q3 		$1.43M Sell
5,763
-415
-7% -$99.3K 0.02% 248
2025
Q2 		$1.48M Sell
6,178
-11
-0.2% -$2.56K 0.03% 238
2025
Q1 		$1.4M Buy
+6,189
New +$1.36M 0.03% 238

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 $3.37T AUM 44.26% 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

Crestwood Advisors Group's STE Position: Q2 2026 in Review

Crestwood Advisors Group increased its Steris (STE) stake by 6.7% in Q2 2026, buying an estimated $30.9K and bringing the position to 2,297 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #502.

Crestwood Advisors Group first reported a position in STE in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.48M in Q2 2025. 831 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Crestwood Advisors Group held 2,297 shares of Steris worth $484K as of Q2 2026.
  • Crestwood Advisors Group bought 144 Steris shares in Q2 2026, an estimated $30.9K.
  • Steris made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #502 holding.
  • Crestwood Advisors Group first reported a position in Steris in Q1 2025 and has held it in 6 quarters since.
  • Crestwood Advisors Group's Steris position peaked at $1.48M in Q2 2025.
  • 831 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.