Fortune Financial Advisors’s Steris STE Stock Holding History

Fortune Financial 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	$2.14M	Buy	10,142 +1,621	+19%	+$348K	0.91%	31
2026 Q1	$1.88M	Buy	8,521 +321	+4%	+$78.5K	0.96%	30
2025 Q4	$2.08M	Buy	8,200 +171	+2%	+$42.9K	1.4%	22
2025 Q3	$1.99M	Buy	8,029 +117	+1%	+$28K	1.49%	22
2025 Q2	$1.9M	Buy	7,912 +130	+2%	+$30.3K	1.53%	23
2025 Q1	$1.76M	Buy	7,782 +230	+3%	+$50.6K	1.52%	22
2024 Q4	$1.55M	Buy	7,552 +146	+2%	+$32K	1.41%	22
2024 Q3	$1.8M	Buy	7,406 +7	+0.1%	+$1.64K	1.63%	20
2024 Q2	$1.62M	Buy	7,399 +250	+3%	+$54.3K	0.99%	29
2024 Q1	$1.61M	Sell	7,149 -82	-1%	-$18.5K	1.02%	28
2023 Q4	$1.59M	Buy	7,231 +209	+3%	+$44.2K	1.11%	27
2023 Q3	$1.54M	Buy	7,022 +47	+0.7%	+$10.6K	1.18%	28
2023 Q2	$1.57M	Buy	+6,975	New	+$1.4M	1.18%	28

Other funds holding STE

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

TIA

Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

HIC

Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Fortune Financial Advisors's STE Position: Q2 2026 in Review

Fortune Financial Advisors increased its Steris (STE) stake by 19% in Q2 2026, buying an estimated $348K and bringing the position to 10,142 shares worth $2.14M. The position accounts for 0.91% of the portfolio, ranked #31.

Fortune Financial Advisors first reported a position in STE in Q2 2023 and has held it in 13 quarters since. 285 funds tracked by Wall St. Rank hold STE as of Q2 2026.

Fortune Financial Advisors held 10,142 shares of Steris worth $2.14M as of Q2 2026.
Fortune Financial Advisors bought 1,621 Steris shares in Q2 2026, an estimated $348K.
Steris made up 0.91% of Fortune Financial Advisors's portfolio in Q2 2026, its #31 holding.
Fortune Financial Advisors first reported a position in Steris in Q2 2023 and has held it in 13 quarters since.
285 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.