GM Advisory Group’s Steris STE Stock Holding History

GM 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 Q1	$388K	Hold	1,755	–	–	0.01%	268
2025 Q4	$445K	Hold	1,755	–	–	0.02%	233
2025 Q3	$434K	Sell	1,755 -77	-4%	-$18.4K	0.02%	206
2025 Q2	$440K	Buy	1,832 +77	+4%	+$17.9K	0.02%	206
2025 Q1	$398K	Hold	1,755	–	–	0.02%	189
2024 Q4	$361K	Hold	1,755	–	–	0.02%	190
2024 Q3	$426K	Hold	1,755	–	–	0.03%	178
2024 Q2	$385K	Buy	1,755 +11	+0.6%	+$2.39K	0.02%	170
2024 Q1	$392K	Hold	1,744	–	–	0.03%	168
2023 Q4	$383K	Hold	1,744	–	–	0.03%	156
2023 Q3	$383K	Hold	1,744	–	–	0.03%	141
2023 Q2	$392K	Hold	1,744	–	–	0.03%	142
2023 Q1	$334K	Buy	1,744 +28	+2%	+$5.41K	0.03%	142
2022 Q4	$317K	Hold	1,716	–	–	0.03%	134
2022 Q3	$285K	Sell	1,716 -43	-2%	-$8.75K	0.04%	149
2022 Q2	$363K	Sell	1,759 -157	-8%	-$35.4K	0.06%	130
2022 Q1	$463K	Sell	1,916 -47	-2%	-$10.9K	0.06%	131
2021 Q4	$478K	Hold	1,963	–	–	0.04%	133
2021 Q3	$401K	Hold	1,963	–	–	0.04%	138
2021 Q2	$405K	Buy	1,963 +90	+5%	+$18.1K	0.04%	139
2021 Q1	$357K	Hold	1,873	–	–	0.04%	142
2020 Q4	$355K	Hold	1,873	–	–	0.05%	130
2020 Q3	$330K	Hold	1,873	–	–	0.05%	125
2020 Q2	$287K	Buy	+1,873	New	+$285K	0.05%	146

Other funds holding STE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

GM Advisory Group's STE Position: Q1 2026 in Review

GM Advisory Group held its Steris (STE) position steady in Q1 2026 at 1,755 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #268.

GM Advisory Group first reported a position in STE in Q2 2020 and has held it in 24 quarters since. The position peaked at $478K in Q4 2021. 838 funds tracked by Wall St. Rank hold STE as of Q1 2026.

GM Advisory Group held 1,755 shares of Steris worth $388K as of Q1 2026.
GM Advisory Group left its Steris share count unchanged in Q1 2026.
Steris made up 0.01% of GM Advisory Group's portfolio in Q1 2026, its #268 holding.
GM Advisory Group first reported a position in Steris in Q2 2020 and has held it in 24 quarters since.
GM Advisory Group's Steris position peaked at $478K in Q4 2021.
838 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.