Essential Partners
STE icon

Essential Partners’s Steris STE Stock Holding History

Essential Partners’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
Q3 		$106K Buy
504
+150
+42% +$33.3K 0.05% 412
2026
Q2 		$74.5K Sell
354
-59
-14% -$12.6K 0.03% 502
2026
Q1 		$91.3K Sell
413
-973
-70% -$238K 0.03% 441
2025
Q4 		$351K Buy
1,386
+167
+14% +$41.9K 0.11% 238
2025
Q3 		$302K Buy
1,219
+972
+394% +$233K 0.1% 248
2025
Q2 		$59.3K Buy
+247
New +$57.5K 0.02% 438

Other funds holding STE

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Harvey Investment Company
Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Essential Partners's STE Position: Q3 2026 in Review

Essential Partners increased its Steris (STE) stake by 42% in Q3 2026, buying an estimated $33.3K and bringing the position to 504 shares worth $106K. The position accounts for 0.05% of the portfolio, ranked #412.

Essential Partners first reported a position in STE in Q2 2025 and has held it in 6 quarters since. The position peaked at $351K in Q4 2025. 138 funds tracked by Wall St. Rank hold STE as of Q3 2026.

  • Essential Partners held 504 shares of Steris worth $106K as of Q3 2026.
  • Essential Partners bought 150 Steris shares in Q3 2026, an estimated $33.3K.
  • Steris made up 0.05% of Essential Partners's portfolio in Q3 2026, its #412 holding.
  • Essential Partners first reported a position in Steris in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Steris position peaked at $351K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held Steris as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.