Kestra Advisory Services
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Kestra Advisory Services’s Steris STE Stock Holding History

Kestra Advisory Services’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 		$371K Sell
1,768
-157
-8% -$34.8K ﹤0.01% 2758
2026
Q2 		$405K Sell
1,925
-215
-10% -$46.1K ﹤0.01% 2506
2026
Q1 		$473K Sell
2,140
-77
-3% -$18.8K ﹤0.01% 2266
2025
Q4 		$562K Buy
2,217
+37
+2% +$9.29K ﹤0.01% 2058
2025
Q3 		$539K Buy
2,180
+47
+2% +$11.2K ﹤0.01% 2005
2025
Q2 		$512K Buy
2,133
+426
+25% +$99.2K ﹤0.01% 1951
2025
Q1 		$387K Buy
1,707
+450
+36% +$99K ﹤0.01% 1999
2024
Q4 		$258K Buy
1,257
+91
+8% +$20K ﹤0.01% 2339
2024
Q3 		$283K Sell
1,166
-1,008
-46% -$236K ﹤0.01% 2137
2024
Q2 		$477K Buy
2,174
+3
+0.1% +$652 ﹤0.01% 1803
2024
Q1 		$488K Buy
2,171
+57
+3% +$12.9K ﹤0.01% 1681
2023
Q4 		$465K Buy
2,114
+48
+2% +$10.2K ﹤0.01% 1571
2023
Q3 		$453K Sell
2,066
-10
-0.5% -$2.26K ﹤0.01% 1423
2023
Q2 		$467K Sell
2,076
-1,137
-35% -$228K ﹤0.01% 1351
2023
Q1 		$615K Sell
3,213
-4,253
-57% -$822K 0.01% 1175
2022
Q4 		$1.38M Buy
7,466
+1,461
+24% +$257K 0.01% 907
2022
Q3 		$998K Buy
6,005
+52
+0.9% +$10.6K 0.01% 975
2022
Q2 		$1.23M Buy
5,953
+976
+20% +$220K 0.01% 878
2022
Q1 		$1.2M Sell
4,977
-220
-4% -$51K 0.01% 877
2021
Q4 		$1.26M Buy
5,197
+26
+0.5% +$5.94K 0.01% 880
2021
Q3 		$1.06M Buy
5,171
+133
+3% +$28.5K 0.01% 988
2021
Q2 		$1.04M Sell
5,038
-569
-10% -$115K 0.01% 921
2021
Q1 		$1.07M Buy
5,607
+3,300
+143% +$612K 0.01% 835
2020
Q4 		$430K Buy
2,307
+2,281
+8,773% +$426K 0.01% 1293
2020
Q3 		$389K Buy
+26
New +$4.16K 0.01% 990

Other funds holding STE

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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

Kestra Advisory Services's STE Position: Q3 2026 in Review

Kestra Advisory Services reduced its Steris (STE) stake by 8.2% in Q3 2026, selling an estimated $34.8K and leaving 1,768 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #2758.

Kestra Advisory Services first reported a position in STE in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.38M in Q4 2022. 295 funds tracked by Wall St. Rank hold STE as of Q3 2026.

  • Kestra Advisory Services held 1,768 shares of Steris worth $371K as of Q3 2026.
  • Kestra Advisory Services sold 157 Steris shares in Q3 2026, an estimated $34.8K.
  • Steris made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2758 holding.
  • Kestra Advisory Services first reported a position in Steris in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's Steris position peaked at $1.38M in Q4 2022.
  • 295 funds tracked by Wall St. Rank held Steris as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.