Mount Yale Investment Advisors’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $390K | Buy |
1,763
+885
| +101% | +$216K | 0.01% | 798 |
|
|
2025
Q4 | $223K | Buy |
+878
| New | +$220K | 0.01% | 668 |
|
|
2025
Q3 | – | Sell |
-2,934
| Closed | -$705K | – | 1487 |
|
|
2025
Q2 | $705K | Sell |
2,934
-3,364
| -53% | -$783K | 0.06% | 272 |
|
|
2025
Q1 | $1.43M | Sell |
6,298
-441
| -7% | -$97K | 0.12% | 151 |
|
|
2024
Q4 | $1.39M | Sell |
6,739
-197
| -3% | -$43.2K | 0.11% | 156 |
|
|
2024
Q3 | $1.68M | Sell |
6,936
-3,838
| -36% | -$898K | 0.16% | 138 |
|
|
2024
Q2 | $2.37M | Sell |
10,774
-2,131
| -17% | -$463K | 0.19% | 105 |
|
|
2024
Q1 | $2.9M | Sell |
12,905
-752
| -6% | -$170K | 0.22% | 99 |
|
|
2023
Q4 | $3M | Sell |
13,657
-247
| -2% | -$52.2K | 0.29% | 84 |
|
|
2023
Q3 | $3.05M | Sell |
13,904
-374
| -3% | -$84.6K | 0.33% | 70 |
|
|
2023
Q2 | $3.21M | Sell |
14,278
-306
| -2% | -$61.2K | 0.34% | 69 |
|
|
2023
Q1 | $2.79M | Sell |
14,584
-751
| -5% | -$145K | 0.31% | 75 |
|
|
2022
Q4 | $2.83M | Sell |
15,335
-5,834
| -28% | -$1.03M | 0.32% | 80 |
|
|
2022
Q3 | $3.52M | Sell |
21,169
-34
| -0.2% | -$6.92K | 0.47% | 48 |
|
|
2022
Q2 | $4.37M | Sell |
21,203
-850
| -4% | -$192K | 0.55% | 40 |
|
|
2022
Q1 | $5.33M | Sell |
22,053
-2,114
| -9% | -$490K | 0.58% | 37 |
|
|
2021
Q4 | $5.88M | Sell |
24,167
-181
| -0.7% | -$41.4K | 0.61% | 34 |
|
|
2021
Q3 | $4.97M | Sell |
24,348
-900
| -4% | -$193K | 0.57% | 42 |
|
|
2021
Q2 | $5.21M | Sell |
25,248
-355
| -1% | -$71.5K | 0.63% | 38 |
|
|
2021
Q1 | $4.88M | Sell |
25,603
-360
| -1% | -$66.8K | 0.64% | 38 |
|
|
2020
Q4 | $4.92M | Buy |
25,963
+338
| +1% | +$63.1K | 0.69% | 34 |
|
|
2020
Q3 | $4.51M | Sell |
25,625
-10
| -0% | -$1.6K | 0.64% | 33 |
|
|
2020
Q2 | $3.93M | Buy |
25,635
+2,344
| +10% | +$357K | 0.7% | 35 |
|
|
2020
Q1 | $3.26M | Buy |
23,291
+9,528
| +69% | +$1.42M | 0.74% | 32 |
|
|
2019
Q4 | $2.07M | Sell |
13,763
-182
| -1% | -$26.7K | 0.36% | 68 |
|
|
2019
Q3 | $2.03M | Sell |
13,945
-759
| -5% | -$113K | 0.36% | 68 |
|
|
2019
Q2 | $2.25M | Sell |
14,704
-423
| -3% | -$56.5K | 0.42% | 57 |
|
|
2019
Q1 | $1.94M | Sell |
15,127
-274
| -2% | -$32.2K | 0.36% | 66 |
|
|
2018
Q4 | $1.85M | Sell |
15,401
-1,152
| -7% | -$129K | 0.37% | 68 |
|
|
2018
Q3 | $1.99M | Buy |
16,553
+12,175
| +278% | +$1.38M | 0.35% | 66 |
|
|
2018
Q2 | $460K | Sell |
4,378
-54
| -1% | -$5.43K | 0.09% | 186 |
|
|
2018
Q1 | $414K | Buy |
+4,432
| New | +$403K | 0.09% | 204 |
|
Other funds holding STE
VCM
VPM
OAG
GIM
Mount Yale Investment Advisors's STE Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its Steris (STE) stake by 101% in Q1 2026, buying an estimated $216K and bringing the position to 1,763 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #798.
Mount Yale Investment Advisors first reported a position in STE in Q1 2018 and has held it in 32 quarters since. The position peaked at $5.88M in Q4 2021. 843 funds tracked by Wall St. Rank hold STE as of Q1 2026.
- Mount Yale Investment Advisors held 1,763 shares of Steris worth $390K as of Q1 2026.
- Mount Yale Investment Advisors bought 885 Steris shares in Q1 2026, an estimated $216K.
- Steris made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #798 holding.
- Mount Yale Investment Advisors first reported a position in Steris in Q1 2018 and has held it in 32 quarters since.
- Mount Yale Investment Advisors's Steris position peaked at $5.88M in Q4 2021.
- 843 funds tracked by Wall St. Rank held Steris as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.