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Kohmann Bosshard Financial Services’s Steris STE Stock Holding History

Kohmann Bosshard Financial 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
Q2 		$239K Hold
1,135
– – 0.02% 202
2026
Q1 		$251K Hold
1,135
– – 0.02% 174
2025
Q4 		$288K Sell
1,135
-148
-12% -$37.2K 0.03% 222
2025
Q3 		$317K Hold
1,283
– – 0.03% 164
2025
Q2 		$308K Hold
1,283
– – 0.03% 147
2025
Q1 		$291K Sell
1,283
-171
-12% -$37.6K 0.03% 168
2024
Q4 		$299K Sell
1,454
-516
-26% -$113K 0.04% 155
2024
Q3 		$478K Hold
1,970
– – 0.06% 117
2024
Q2 		$432K Hold
1,970
– – 0.06% 117
2024
Q1 		$443K Hold
1,970
– – 0.06% 118
2023
Q4 		$433K Hold
1,970
– – 0.07% 114
2023
Q3 		$432K Hold
1,970
– – 0.07% 108
2023
Q2 		$443K Hold
1,970
– – 0.08% 106
2023
Q1 		$377K Hold
1,970
– – 0.07% 102
2022
Q4 		$364K Sell
1,970
-142
-7% -$25K 0.07% 101
2022
Q3 		$351K Sell
2,112
-81
-4% -$16.5K 0.08% 95
2022
Q2 		$452K Hold
2,193
– – 0.1% 78
2022
Q1 		$530K Buy
+2,193
New +$508K 0.1% 73

Other funds holding STE

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Swedbank
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
FG
Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Kohmann Bosshard Financial Services's STE Position: Q2 2026 in Review

Kohmann Bosshard Financial Services held its Steris (STE) position steady in Q2 2026 at 1,135 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #202.

Kohmann Bosshard Financial Services first reported a position in STE in Q1 2022 and has held it in 18 quarters since. The position peaked at $530K in Q1 2022. 199 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Kohmann Bosshard Financial Services held 1,135 shares of Steris worth $239K as of Q2 2026.
  • Kohmann Bosshard Financial Services left its Steris share count unchanged in Q2 2026.
  • Steris made up 0.02% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #202 holding.
  • Kohmann Bosshard Financial Services first reported a position in Steris in Q1 2022 and has held it in 18 quarters since.
  • Kohmann Bosshard Financial Services's Steris position peaked at $530K in Q1 2022.
  • 199 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.