Mutual Advisors’s Steris STE Stock Holding History

Mutual 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	$405K	Sell	1,922 -21	-1%	-$4.5K	0.01%	1050
2026 Q1	$430K	Sell	1,943 -52	-3%	-$12.7K	0.01%	951
2025 Q4	$506K	Sell	1,995 -76	-4%	-$19.1K	0.01%	867
2025 Q3	$501K	Sell	2,071 -249	-11%	-$59.6K	0.01%	852
2025 Q2	$535K	Sell	2,320 -183	-7%	-$42.6K	0.01%	752
2025 Q1	$563K	Buy	2,503 +474	+23%	+$104K	0.02%	664
2024 Q4	$426K	Buy	2,029 +269	+15%	+$59K	0.01%	762
2024 Q3	$400K	Buy	1,760 +407	+30%	+$95.2K	0.01%	782
2024 Q2	$320K	Buy	1,353 +117	+9%	+$25.4K	0.01%	857
2024 Q1	$278K	Buy	1,236 +120	+11%	+$27.1K	0.01%	892
2023 Q4	$245K	Buy	1,116 +154	+16%	+$32.6K	0.01%	889
2023 Q3	$211K	Sell	962 -47	-5%	-$10.6K	0.01%	901
2023 Q2	$227K	Buy	+1,009	New	+$202K	0.01%	903

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 $3.37T AUM 44.26% 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

Mutual Advisors's STE Position: Q2 2026 in Review

Mutual Advisors reduced its Steris (STE) stake by 1.1% in Q2 2026, selling an estimated $4.5K and leaving 1,922 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #1050.

Mutual Advisors first reported a position in STE in Q2 2023 and has held it in 13 quarters since. The position peaked at $563K in Q1 2025. 835 funds tracked by Wall St. Rank hold STE as of Q2 2026.

Mutual Advisors held 1,922 shares of Steris worth $405K as of Q2 2026.
Mutual Advisors sold 21 Steris shares in Q2 2026, an estimated $4.5K.
Steris made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1050 holding.
Mutual Advisors first reported a position in Steris in Q2 2023 and has held it in 13 quarters since.
Mutual Advisors's Steris position peaked at $563K in Q1 2025.
835 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.