Lloyd Advisory Services’s Steris STE Stock Holding History

Lloyd Advisory 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	$2.53K	Buy	+12	New	+$2.57K	﹤0.01%	487
2026 Q1	–	Sell	-150	Closed	-$38K	–	1022
2025 Q4	$38K	Buy	+150	New	+$37.7K	0.01%	265
2023 Q4	–	Sell	-4,486	Closed	-$984K	–	312
2023 Q3	$984K	Buy	+4,486	New	+$1.01M	0.32%	69
2021 Q1	–	Sell	-168	Closed	-$32K	–	409
2020 Q4	$32K	Hold	168	–	–	0.02%	147
2020 Q3	$30K	Buy	168 +10	+6%	+$1.6K	0.02%	136
2020 Q2	$24K	Buy	158 +3	+2%	+$457	0.02%	157
2020 Q1	$22K	Buy	+155	New	+$23.2K	0.02%	142

Other funds holding STE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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

Lloyd Advisory Services's STE Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in Steris (STE) in Q2 2026: 12 shares worth $2.53K. The stake represents ﹤0.01% of the portfolio and ranks #487 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in STE as recently as Q4 2025.

Lloyd Advisory Services first reported a position in STE in Q1 2020 and has held it in 7 quarters since. The position peaked at $984K in Q3 2023. 839 funds tracked by Wall St. Rank hold STE as of Q2 2026.

Lloyd Advisory Services held 12 shares of Steris worth $2.53K as of Q2 2026.
Steris was a new Lloyd Advisory Services position in Q2 2026.
Steris made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #487 holding.
Lloyd Advisory Services first reported a position in Steris in Q1 2020 and has held it in 7 quarters since.
Lloyd Advisory Services's Steris position peaked at $984K in Q3 2023.
839 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.