Lido Advisors
STE icon

Lido Advisors’s Steris STE Stock Holding History

Lido Advisors’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 		$636K Buy
3,026
+291
+11% +$64.6K ﹤0.01% 1334
2026
Q2 		$576K Buy
2,735
+190
+7% +$40.7K ﹤0.01% 1387
2026
Q1 		$563K Sell
2,545
-174
-6% -$42.6K ﹤0.01% 1238
2025
Q4 		$675K Buy
2,719
+112
+4% +$28.1K ﹤0.01% 1175
2025
Q3 		$645K Buy
2,607
+219
+9% +$52.4K ﹤0.01% 1131
2025
Q2 		$574K Buy
2,388
+1,040
+77% +$242K ﹤0.01% 1061
2025
Q1 		$306K Buy
1,348
+13
+1% +$2.86K ﹤0.01% 1207
2024
Q4 		$275K Sell
1,335
-20
-1% -$4.39K ﹤0.01% 1253
2024
Q3 		$329K Sell
1,355
-69
-5% -$16.1K ﹤0.01% 1116
2024
Q2 		$313K Sell
1,424
-141
-9% -$30.6K ﹤0.01% 1099
2024
Q1 		$352K Buy
1,565
+84
+6% +$18.9K ﹤0.01% 1021
2023
Q4 		$326K Buy
1,481
+236
+19% +$49.9K ﹤0.01% 1000
2023
Q3 		$273K Buy
1,245
+144
+13% +$32.6K ﹤0.01% 954
2023
Q2 		$248K Buy
+1,101
New +$220K ﹤0.01% 1027
2019
Q4 		– Sell
-1,555
Closed -$225K – 682
2019
Q3 		$225K Buy
1,555
+65
+4% +$9.7K 0.01% 527
2019
Q2 		$221K Sell
1,490
-104
-7% -$13.9K 0.01% 493
2019
Q1 		$204K Buy
+1,594
New +$188K 0.01% 494

Other funds holding STE

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Lido Advisors's STE Position: Q3 2026 in Review

Lido Advisors increased its Steris (STE) stake by 11% in Q3 2026, buying an estimated $64.6K and bringing the position to 3,026 shares worth $636K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Lido Advisors first reported a position in STE in Q1 2019 and has held it in 17 quarters since. The position peaked at $675K in Q4 2025. 547 funds tracked by Wall St. Rank hold STE as of Q3 2026.

  • Lido Advisors held 3,026 shares of Steris worth $636K as of Q3 2026.
  • Lido Advisors bought 291 Steris shares in Q3 2026, an estimated $64.6K.
  • Steris made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1334 holding.
  • Lido Advisors first reported a position in Steris in Q1 2019 and has held it in 17 quarters since.
  • Lido Advisors's Steris position peaked at $675K in Q4 2025.
  • 547 funds tracked by Wall St. Rank held Steris as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.