Crewe Advisors’s Steris STE Stock Holding History

Crewe 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	$8.63K	Buy	+41	New	+$8.79K	﹤0.01%	787
2026 Q1	–	Sell	-6	Closed	-$1.52K	–	1141
2025 Q4	$1.52K	Buy	+6	New	+$1.51K	﹤0.01%	926
2024 Q4	–	Sell	-26	Closed	-$6.31K	–	785
2024 Q3	$6.31K	Sell	26 -20	-43%	-$4.68K	﹤0.01%	544
2024 Q2	$10.1K	Buy	46 +20	+77%	+$4.34K	﹤0.01%	689
2024 Q1	$5.85K	Buy	+26	New	+$5.86K	﹤0.01%	703
2023 Q3	–	Sell	-14	Closed	-$3.15K	–	871
2023 Q2	$3.15K	Sell	14 -177	-93%	-$35.4K	﹤0.01%	506
2023 Q1	$36.5K	Sell	191 -131	-41%	-$25.3K	0.01%	345
2022 Q4	$59.5K	Sell	322 -520	-62%	-$91.4K	0.01%	290
2022 Q3	$140K	Buy	842 +68	+9%	+$13.8K	0.03%	186
2022 Q2	$160K	Buy	774 +717	+1,258%	+$162K	0.04%	160
2022 Q1	$14K	Sell	57 -9	-14%	-$2.09K	﹤0.01%	336
2021 Q4	$16K	Hold	66	–	–	﹤0.01%	285
2021 Q3	$13K	Hold	66	–	–	﹤0.01%	245
2021 Q2	$14K	Hold	66	–	–	﹤0.01%	245
2021 Q1	$13K	Buy	66 +13	+25%	+$2.41K	﹤0.01%	255
2020 Q4	$10K	Buy	53 +25	+89%	+$4.67K	﹤0.01%	268
2020 Q3	$5K	Hold	28	–	–	﹤0.01%	367
2020 Q2	$4K	Buy	+28	New	+$4.26K	﹤0.01%	190

Other funds holding STE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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

Crewe Advisors's STE Position: Q2 2026 in Review

Crewe Advisors opened a new position in Steris (STE) in Q2 2026: 41 shares worth $8.63K. The stake represents ﹤0.01% of the portfolio and ranks #787 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in STE as recently as Q4 2025.

Crewe Advisors first reported a position in STE in Q2 2020 and has held it in 18 quarters since. The position peaked at $160K in Q2 2022. 838 funds tracked by Wall St. Rank hold STE as of Q2 2026.

Crewe Advisors held 41 shares of Steris worth $8.63K as of Q2 2026.
Steris was a new Crewe Advisors position in Q2 2026.
Steris made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #787 holding.
Crewe Advisors first reported a position in Steris in Q2 2020 and has held it in 18 quarters since.
Crewe Advisors's Steris position peaked at $160K in Q2 2022.
838 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.