Shearwater Capital’s Steris STE Stock Holding History

Shearwater Capital’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	$357K	Hold	1,694	–	–	0.17%	51
2026 Q1	$375K	Hold	1,694	–	–	0.2%	46
2025 Q4	$430K	Hold	1,694	–	–	0.25%	37
2025 Q3	$419K	Hold	1,694	–	–	0.25%	36
2025 Q2	$407K	Hold	1,694	–	–	0.26%	37
2025 Q1	$384K	Hold	1,694	–	–	0.27%	32
2024 Q4	$348K	Hold	1,694	–	–	0.24%	38
2024 Q3	$411K	Hold	1,694	–	–	0.28%	32
2024 Q2	$372K	Hold	1,694	–	–	0.27%	33
2024 Q1	$381K	Hold	1,694	–	–	0.28%	31
2023 Q4	$372K	Hold	1,694	–	–	0.3%	32
2023 Q3	$372K	Hold	1,694	–	–	0.34%	30
2023 Q2	$381K	Hold	1,694	–	–	0.33%	29
2023 Q1	$324K	Buy	1,694 +4	+0.2%	+$773	0.3%	29
2022 Q4	$312K	Buy	1,690 +4	+0.2%	+$703	0.32%	27
2022 Q3	$280K	Buy	1,686 +5	+0.3%	+$1.02K	0.32%	29
2022 Q2	$347K	Buy	1,681 +4	+0.2%	+$902	0.37%	25
2022 Q1	$406K	Buy	1,677 +3	+0.2%	+$695	0.37%	24
2021 Q4	$408K	Buy	+1,674	New	+$382K	0.35%	24

Other funds holding STE

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

HIC

Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Shearwater Capital's STE Position: Q2 2026 in Review

Shearwater Capital held its Steris (STE) position steady in Q2 2026 at 1,694 shares worth $357K. The position accounts for 0.17% of the portfolio, ranked #51.

Shearwater Capital first reported a position in STE in Q4 2021 and has held it in 19 quarters since. The position peaked at $430K in Q4 2025. 285 funds tracked by Wall St. Rank hold STE as of Q2 2026.

Shearwater Capital held 1,694 shares of Steris worth $357K as of Q2 2026.
Shearwater Capital left its Steris share count unchanged in Q2 2026.
Steris made up 0.17% of Shearwater Capital's portfolio in Q2 2026, its #51 holding.
Shearwater Capital first reported a position in Steris in Q4 2021 and has held it in 19 quarters since.
Shearwater Capital's Steris position peaked at $430K in Q4 2025.
285 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Shearwater Capital's 13F filing for Q2 2026, filed 8 Jul 2026.