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LRI Investments’s Steris STE Stock Holding History

LRI Investments’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 		$35.2K Sell
16,801
-50
-0.3% -$10.7K ﹤0.01% 614
2026
Q1 		$47.2K Buy
16,851
+34
+0.2% +$8.32K ﹤0.01% 523
2025
Q4 		$43.1K Sell
16,817
-23
-0.1% -$5.78K ﹤0.01% 570
2025
Q3 		$48.1K Buy
16,840
+54
+0.3% +$12.9K ﹤0.01% 564
2025
Q2 		$34.2K Buy
16,786
+18
+0.1% +$4.19K ﹤0.01% 612
2025
Q1 		$29.2K Hold
16,768
– – ﹤0.01% 612
2024
Q4 		$28K Hold
16,768
– – ﹤0.01% 614
2024
Q3 		$28.9K Buy
16,768
+16,713
+30,387% +$3.91M ﹤0.01% 593
2024
Q2 		$12.1K Hold
55
– – ﹤0.01% 712
2024
Q1 		$12.4K Buy
+55
New +$12.4K ﹤0.01% 463

Other funds holding STE

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
TIA
Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HIC
Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

LRI Investments's STE Position: Q2 2026 in Review

LRI Investments reduced its Steris (STE) stake by 0.3% in Q2 2026, selling an estimated $10.7K and leaving 16,801 shares worth $35.2K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

LRI Investments first reported a position in STE in Q1 2024 and has held it in 10 quarters since. The position peaked at $48.1K in Q3 2025. 285 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • LRI Investments held 16,801 shares of Steris worth $35.2K as of Q2 2026.
  • LRI Investments sold 50 Steris shares in Q2 2026, an estimated $10.7K.
  • Steris made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #614 holding.
  • LRI Investments first reported a position in Steris in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Steris position peaked at $48.1K in Q3 2025.
  • 285 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.