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Sequoia Financial Advisors’s Steris STE Stock Holding History

Sequoia Financial 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 		$6.38M Buy
30,305
+2,324
+8% +$498K 0.03% 307
2026
Q1 		$6.19M Buy
27,981
+622
+2% +$152K 0.03% 280
2025
Q4 		$6.94M Buy
27,359
+3,580
+15% +$899K 0.04% 260
2025
Q3 		$5.88M Buy
23,779
+1,624
+7% +$389K 0.04% 278
2025
Q2 		$5.32M Buy
22,155
+1,397
+7% +$325K 0.04% 269
2025
Q1 		$4.7M Buy
20,758
+1,932
+10% +$425K 0.04% 276
2024
Q4 		$3.87M Sell
18,826
-322
-2% -$70.6K 0.04% 288
2024
Q3 		$4.64M Buy
19,148
+917
+5% +$214K 0.05% 222
2024
Q2 		$4M Buy
18,231
+1,084
+6% +$235K 0.05% 214
2024
Q1 		$3.86M Sell
17,147
-7,601
-31% -$1.71M 0.05% 225
2023
Q4 		$5.44M Buy
24,748
+21,886
+765% +$4.63M 0.07% 206
2023
Q3 		$628K Buy
2,862
+234
+9% +$52.9K 0.01% 445
2023
Q2 		$591K Buy
2,628
+1,345
+105% +$269K 0.01% 474
2023
Q1 		$245K Sell
1,283
-362
-22% -$70K 0.01% 700
2022
Q4 		$304K Buy
1,645
+336
+26% +$59.1K 0.01% 576
2022
Q3 		$218K Buy
+1,309
New +$266K 0.01% 469
2022
Q2 		– Sell
-1,083
Closed -$262K – 673
2022
Q1 		$262K Buy
1,083
+16
+1% +$3.71K 0.01% 541
2021
Q4 		$260K Buy
+1,067
New +$244K 0.01% 475
2021
Q3 		– Sell
-1,110
Closed -$229K – 424
2021
Q2 		$229K Sell
1,110
-625
-36% -$126K 0.01% 430
2021
Q1 		$330K Sell
1,735
-19,957
-92% -$3.7M 0.01% 322
2020
Q4 		$4.11M Sell
21,692
-16,950
-44% -$3.16M 0.19% 78
2020
Q3 		$6.81M Buy
38,642
+4,434
+13% +$709K 0.36% 45
2020
Q2 		$5.25M Buy
34,208
+4,529
+15% +$690K 0.31% 50
2020
Q1 		$4.15M Buy
+29,679
New +$4.44M 0.31% 44

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

Sequoia Financial Advisors's STE Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Steris (STE) stake by 8.3% in Q2 2026, buying an estimated $498K and bringing the position to 30,305 shares worth $6.38M. The position accounts for 0.03% of the portfolio, ranked #307.

Sequoia Financial Advisors first reported a position in STE in Q1 2020 and has held it in 24 quarters since. The position peaked at $6.94M in Q4 2025. 830 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Sequoia Financial Advisors held 30,305 shares of Steris worth $6.38M as of Q2 2026.
  • Sequoia Financial Advisors bought 2,324 Steris shares in Q2 2026, an estimated $498K.
  • Steris made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #307 holding.
  • Sequoia Financial Advisors first reported a position in Steris in Q1 2020 and has held it in 24 quarters since.
  • Sequoia Financial Advisors's Steris position peaked at $6.94M in Q4 2025.
  • 830 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.