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
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% +$9.71K 0.01% 527
2019
Q2 		$221K Sell
1,490
-104
-7% -$13.9K 0.01% 492
2019
Q1 		$204K Buy
+1,594
New +$188K 0.01% 494

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 $3.37T AUM 44.26% 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

Lido Advisors's STE Position: Q2 2026 in Review

Lido Advisors increased its Steris (STE) stake by 7.5% in Q2 2026, buying an estimated $40.7K and bringing the position to 2,735 shares worth $576K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Lido Advisors first reported a position in STE in Q1 2019 and has held it in 16 quarters since. The position peaked at $675K in Q4 2025. 835 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Lido Advisors held 2,735 shares of Steris worth $576K as of Q2 2026.
  • Lido Advisors bought 190 Steris shares in Q2 2026, an estimated $40.7K.
  • Steris made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1387 holding.
  • Lido Advisors first reported a position in Steris in Q1 2019 and has held it in 16 quarters since.
  • Lido Advisors's Steris position peaked at $675K in Q4 2025.
  • 835 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.