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Naples Global Advisors’s Steris STE Stock Holding History

Naples Global 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
Q1 		– Sell
-900
Closed -$228K – 452
2025
Q4 		$228K Hold
900
– – 0.02% 416
2025
Q3 		$223K Hold
900
– – 0.02% 419
2025
Q2 		$216K Hold
900
– – 0.02% 402
2025
Q1 		$204K Sell
900
-309
-26% -$68K 0.02% 393
2024
Q4 		$249K Hold
1,209
– – 0.02% 366
2024
Q3 		$293K Hold
1,209
– – 0.03% 349
2024
Q2 		$265K Hold
1,209
– – 0.03% 352
2024
Q1 		$272K Buy
1,209
+109
+10% +$24.6K 0.03% 356
2023
Q4 		$242K Hold
1,100
– – 0.03% 367
2023
Q3 		$241K Buy
+1,100
New +$249K 0.03% 361

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Naples Global Advisors's STE Position: Q1 2026 in Review

Naples Global Advisors sold out of Steris (STE) in Q1 2026, closing a stake of 900 shares — an estimated $228K sold.

Naples Global Advisors first reported a position in STE in Q3 2023 and held it in 10 quarters. The position peaked at $293K in Q3 2024. 845 funds tracked by Wall St. Rank hold STE as of Q1 2026.

  • Naples Global Advisors reported no remaining Steris position as of Q1 2026 after selling out during the quarter.
  • Naples Global Advisors sold 900 Steris shares in Q1 2026, an estimated $228K.
  • Naples Global Advisors first reported a position in Steris in Q3 2023 and held it in 10 quarters.
  • Naples Global Advisors's Steris position peaked at $293K in Q3 2024.
  • 845 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.