Ipswich Investment Management’s Steris STE Stock Holding History

Ipswich Investment 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 Q2	$2.41M	Sell	11,466 -215	-2%	-$46.1K	0.51%	50
2026 Q1	$2.58M	Buy	11,681 +6,642	+132%	+$1.62M	0.61%	40
2025 Q4	$1.28M	Buy	5,039 +370	+8%	+$92.9K	0.3%	74
2025 Q3	$1.16M	Buy	4,669 +923	+25%	+$221K	0.27%	77
2025 Q2	$900K	Buy	3,746 +1,929	+106%	+$449K	0.22%	92
2025 Q1	$412K	Buy	+1,817	New	+$400K	0.1%	130
2019 Q1	–	Sell	-110	Closed	-$12K	–	353
2018 Q4	$12K	Buy	+110	New	+$12.3K	﹤0.01%	360
2016 Q1	–	Sell	-3,200	Closed	-$241K	–	396
2015 Q4	$241K	Hold	3,200	–	–	0.11%	121
2015 Q3	$208K	Hold	3,200	–	–	0.1%	128
2015 Q2	$206K	Hold	3,200	–	–	0.09%	124
2015 Q1	$225K	Hold	3,200	–	–	0.1%	122
2014 Q4	$208K	Buy	+3,200	New	+$198K	0.09%	125

Other funds holding STE

FAM

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Ipswich Investment Management's STE Position: Q2 2026 in Review

Ipswich Investment Management reduced its Steris (STE) stake by 1.8% in Q2 2026, selling an estimated $46.1K and leaving 11,466 shares worth $2.41M. The position accounts for 0.51% of the portfolio, ranked #50.

Ipswich Investment Management first reported a position in STE in Q4 2014 and has held it in 12 quarters since. The position peaked at $2.58M in Q1 2026. 137 funds tracked by Wall St. Rank hold STE as of Q2 2026.

Ipswich Investment Management held 11,466 shares of Steris worth $2.41M as of Q2 2026.
Ipswich Investment Management sold 215 Steris shares in Q2 2026, an estimated $46.1K.
Steris made up 0.51% of Ipswich Investment Management's portfolio in Q2 2026, its #50 holding.
Ipswich Investment Management first reported a position in Steris in Q4 2014 and has held it in 12 quarters since.
Ipswich Investment Management's Steris position peaked at $2.58M in Q1 2026.
137 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.