CAG
STE icon

Cypress Advisory Group’s Steris STE Stock Holding History

Cypress Advisory 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 		$769K Sell
3,650
-365
-9% -$78.3K 0.6% 48
2026
Q1 		$888K Buy
+4,015
New +$982K 0.68% 46

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

Cypress Advisory Group's STE Position: Q2 2026 in Review

Cypress Advisory Group reduced its Steris (STE) stake by 9.1% in Q2 2026, selling an estimated $78.3K and leaving 3,650 shares worth $769K. The position accounts for 0.6% of the portfolio, ranked #48.

Cypress Advisory Group first reported a position in STE in Q1 2026 and has held it in 2 quarters since. The position peaked at $888K in Q1 2026. 831 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Cypress Advisory Group held 3,650 shares of Steris worth $769K as of Q2 2026.
  • Cypress Advisory Group sold 365 Steris shares in Q2 2026, an estimated $78.3K.
  • Steris made up 0.6% of Cypress Advisory Group's portfolio in Q2 2026, its #48 holding.
  • Cypress Advisory Group first reported a position in Steris in Q1 2026 and has held it in 2 quarters since.
  • Cypress Advisory Group's Steris position peaked at $888K in Q1 2026.
  • 831 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Cypress Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.