Kovitz Investment Group Partners
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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
Q2 		$2.01M Sell
9,561
-608
-6% -$130K 0.04% 231
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Kovitz Investment Group Partners's STE Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Steris (STE) stake by 6% in Q2 2026, selling an estimated $130K and leaving 9,561 shares worth $2.01M. The position accounts for 0.04% of the portfolio, ranked #231.

Kovitz Investment Group Partners first reported a position in STE in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.17M in Q3 2025. 839 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Kovitz Investment Group Partners held 9,561 shares of Steris worth $2.01M as of Q2 2026.
  • Kovitz Investment Group Partners sold 608 Steris shares in Q2 2026, an estimated $130K.
  • Steris made up 0.04% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #231 holding.
  • Kovitz Investment Group Partners first reported a position in Steris in Q4 2024 and has held it in 7 quarters since.
  • Kovitz Investment Group Partners's Steris position peaked at $3.17M in Q3 2025.
  • 839 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.