Hoxton Planning & Management
STE icon

Hoxton Planning & Management’s Steris STE Stock Holding History

Hoxton Planning & Management’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 		$327K Buy
1,556
+1
+0.1% +$222 0.08% 163
2026
Q2 		$327K Sell
1,555
-1
-0.1% -$214 0.09% 167
2026
Q1 		$344K Sell
1,556
-5
-0.3% -$1.22K 0.1% 145
2025
Q4 		$396K Buy
1,561
+5
+0.3% +$1.26K 0.12% 129
2025
Q3 		$385K Sell
1,556
-1
-0.1% -$239 0.12% 129
2025
Q2 		$374K Sell
1,557
-18
-1% -$4.19K 0.13% 134
2025
Q1 		$357K Buy
1,575
+1
+0.1% +$220 0.14% 131
2024
Q4 		$324K Sell
1,574
-4
-0.3% -$878 0.12% 144
2024
Q3 		$383K Hold
1,578
– – 0.15% 125
2024
Q2 		$346K Sell
1,578
-4
-0.3% -$869 0.16% 106
2024
Q1 		$356K Sell
1,582
-15
-0.9% -$3.38K 0.17% 109
2023
Q4 		$351K Sell
1,597
-106
-6% -$22.4K 0.19% 98
2023
Q3 		$374K Sell
1,703
-47
-3% -$10.6K 0.24% 82
2023
Q2 		$394K Sell
1,750
-95
-5% -$19K 0.24% 83
2023
Q1 		$353K Sell
1,845
-12
-0.6% -$2.32K 0.19% 104
2022
Q4 		$343K Buy
+1,857
New +$327K 0.18% 107

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

Hoxton Planning & Management's STE Position: Q3 2026 in Review

Hoxton Planning & Management increased its Steris (STE) stake by 0.06% in Q3 2026, buying an estimated $222 and bringing the position to 1,556 shares worth $327K. The position accounts for 0.08% of the portfolio, ranked #163.

Hoxton Planning & Management first reported a position in STE in Q4 2022 and has held it in 16 quarters since. The position peaked at $396K in Q4 2025. 162 funds tracked by Wall St. Rank hold STE as of Q3 2026.

  • Hoxton Planning & Management held 1,556 shares of Steris worth $327K as of Q3 2026.
  • Hoxton Planning & Management bought 1 Steris share in Q3 2026, an estimated $222.
  • Steris made up 0.08% of Hoxton Planning & Management's portfolio in Q3 2026, its #163 holding.
  • Hoxton Planning & Management first reported a position in Steris in Q4 2022 and has held it in 16 quarters since.
  • Hoxton Planning & Management's Steris position peaked at $396K in Q4 2025.
  • 162 funds tracked by Wall St. Rank held Steris as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.