Harbor Investment Advisory’s Steris STE Stock Holding History

Harbor Investment 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 Q2	$1.28M	Buy	6,092 +804	+15%	+$172K	0.09%	169
2026 Q1	$1.17M	Buy	5,288 +5,176	+4,621%	+$1.27M	0.09%	171
2025 Q4	$28.4K	Buy	112 +60	+115%	+$15.1K	﹤0.01%	761
2025 Q3	$12.9K	Hold	52	–	–	﹤0.01%	867
2025 Q2	$12.5K	Hold	52	–	–	﹤0.01%	853
2025 Q1	$11.8K	Hold	52	–	–	﹤0.01%	840
2024 Q4	$10.7K	Hold	52	–	–	﹤0.01%	855
2024 Q3	$12.6K	Hold	52	–	–	﹤0.01%	826
2024 Q2	$11.4K	Hold	52	–	–	﹤0.01%	832
2024 Q1	$11.7K	Hold	52	–	–	﹤0.01%	835
2023 Q4	$11.4K	Hold	52	–	–	﹤0.01%	814
2023 Q3	$11.4K	Hold	52	–	–	﹤0.01%	794
2023 Q2	$11.7K	Hold	52	–	–	﹤0.01%	998
2023 Q1	$9.95K	Hold	52	–	–	﹤0.01%	1030
2022 Q4	$9.6K	Hold	52	–	–	﹤0.01%	1020
2022 Q3	$9K	Hold	52	–	–	﹤0.01%	1061
2022 Q2	$11K	Hold	52	–	–	﹤0.01%	1022
2022 Q1	$13K	Hold	52	–	–	﹤0.01%	1022
2021 Q4	$13K	Hold	52	–	–	﹤0.01%	1019
2021 Q3	$11K	Hold	52	–	–	﹤0.01%	1045
2021 Q2	$11K	Hold	52	–	–	﹤0.01%	1005
2021 Q1	$10K	Hold	52	–	–	﹤0.01%	995
2020 Q4	$10K	Hold	52	–	–	﹤0.01%	927
2020 Q3	$9K	Sell	52 -26	-33%	-$4.16K	﹤0.01%	878
2020 Q2	$12K	Sell	78 -122	-61%	-$18.6K	﹤0.01%	754
2020 Q1	$28K	Hold	200	–	–	0.01%	510
2019 Q4	$30K	Buy	+200	New	+$29.3K	0.01%	489

Other funds holding STE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FAM

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

WJWM

Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return

Harbor Investment Advisory's STE Position: Q2 2026 in Review

Harbor Investment Advisory increased its Steris (STE) stake by 15% in Q2 2026, buying an estimated $172K and bringing the position to 6,092 shares worth $1.28M. The position accounts for 0.09% of the portfolio, ranked #169.

Harbor Investment Advisory first reported a position in STE in Q4 2019 and has held it in 27 quarters since. 425 funds tracked by Wall St. Rank hold STE as of Q2 2026.

Harbor Investment Advisory held 6,092 shares of Steris worth $1.28M as of Q2 2026.
Harbor Investment Advisory bought 804 Steris shares in Q2 2026, an estimated $172K.
Steris made up 0.09% of Harbor Investment Advisory's portfolio in Q2 2026, its #169 holding.
Harbor Investment Advisory first reported a position in Steris in Q4 2019 and has held it in 27 quarters since.
425 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.