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Rothschild Investment LLC’s Steris STE Stock Holding History

Rothschild Investment LLC’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 		$1.02M Buy
4,842
+4,272
+749% +$916K 0.04% 414
2026
Q1 		$126K Sell
570
-748
-57% -$183K 0.01% 816
2025
Q4 		$334K Buy
1,318
+324
+33% +$81.4K 0.02% 467
2025
Q3 		$246K Buy
994
+884
+804% +$212K 0.01% 539
2025
Q2 		$26.4K Buy
110
+5
+5% +$1.16K ﹤0.01% 958
2025
Q1 		$23.8K Sell
105
-8
-7% -$1.76K ﹤0.01% 954
2024
Q4 		$23.2K Hold
113
– – ﹤0.01% 967
2024
Q3 		$27.4K Buy
113
+74
+190% +$17.3K ﹤0.01% 925
2024
Q2 		$8.56K Sell
39
-23
-37% -$5K ﹤0.01% 1130
2024
Q1 		$13.9K Buy
62
+5
+9% +$1.13K ﹤0.01% 998
2023
Q4 		$12.5K Buy
+57
New +$12.1K ﹤0.01% 951

Other funds holding STE

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.86B AUM 22.16% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Rothschild Investment LLC's STE Position: Q2 2026 in Review

Rothschild Investment LLC increased its Steris (STE) stake by 749% in Q2 2026, buying an estimated $916K and bringing the position to 4,842 shares worth $1.02M. The position accounts for 0.04% of the portfolio, ranked #414.

Rothschild Investment LLC first reported a position in STE in Q4 2023 and has held it in 11 quarters since. 381 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Rothschild Investment LLC held 4,842 shares of Steris worth $1.02M as of Q2 2026.
  • Rothschild Investment LLC bought 4,272 Steris shares in Q2 2026, an estimated $916K.
  • Steris made up 0.04% of Rothschild Investment LLC's portfolio in Q2 2026, its #414 holding.
  • Rothschild Investment LLC first reported a position in Steris in Q4 2023 and has held it in 11 quarters since.
  • 381 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.