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GoalVest Advisory’s Steris STE Stock Holding History

GoalVest Advisory’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 		$1.26K Buy
+6
New +$1.33K ﹤0.01% 677
2025
Q2 		– Sell
-3
Closed -$680 – 507
2025
Q1 		$680 Buy
+3
New +$660 ﹤0.01% 347
2024
Q4 		– Sell
-61
Closed -$14.8K – 430
2024
Q3 		$14.8K Buy
+61
New +$14.3K ﹤0.01% 288

Other funds holding STE

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

GoalVest Advisory's STE Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Steris (STE) in Q3 2026: 6 shares worth $1.26K. The stake represents ﹤0.01% of the portfolio and ranks #677 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in STE as recently as Q1 2025.

GoalVest Advisory first reported a position in STE in Q3 2024 and has held it in 3 quarters since. The position peaked at $14.8K in Q3 2024. 23 funds tracked by Wall St. Rank hold STE as of Q3 2026.

  • GoalVest Advisory held 6 shares of Steris worth $1.26K as of Q3 2026.
  • Steris was a new GoalVest Advisory position in Q3 2026.
  • Steris made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #677 holding.
  • GoalVest Advisory first reported a position in Steris in Q3 2024 and has held it in 3 quarters since.
  • GoalVest Advisory's Steris position peaked at $14.8K in Q3 2024.
  • 23 funds tracked by Wall St. Rank held Steris as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.