Kovitz Investment Group Partners
STE icon

Kovitz Investment Group Partners’s Steris STE Stock Holding History

Kovitz Investment Group Partners’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
Q1 		$2.25M Hold
10,169
– – 0.05% 214
2025
Q4 		$2.58M Sell
10,169
-2,622
-20% -$658K 0.06% 204
2025
Q3 		$3.17M Buy
12,791
+11,202
+705% +$2.68M 0.01% 545
2025
Q2 		$382K Buy
1,589
+182
+13% +$42.4K ﹤0.01% 1067
2025
Q1 		$319K Buy
1,407
+95
+7% +$20.9K ﹤0.01% 1034
2024
Q4 		$270K Buy
+1,312
New +$288K ﹤0.01% 1072

Other funds holding STE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Kovitz Investment Group Partners's STE Position: Q1 2026 in Review

Kovitz Investment Group Partners held its Steris (STE) position steady in Q1 2026 at 10,169 shares worth $2.25M. The position accounts for 0.05% of the portfolio, ranked #214.

Kovitz Investment Group Partners first reported a position in STE in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.17M in Q3 2025. 843 funds tracked by Wall St. Rank hold STE as of Q1 2026.

  • Kovitz Investment Group Partners held 10,169 shares of Steris worth $2.25M as of Q1 2026.
  • Kovitz Investment Group Partners left its Steris share count unchanged in Q1 2026.
  • Steris made up 0.05% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #214 holding.
  • Kovitz Investment Group Partners first reported a position in Steris in Q4 2024 and has held it in 6 quarters since.
  • Kovitz Investment Group Partners's Steris position peaked at $3.17M in Q3 2025.
  • 843 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.