Sigma Investment Counselors’s Steris STE Stock Holding History

Sigma Investment Counselors’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	$205K	Hold	975	–	–	0.01%	215
2026 Q1	$216K	Hold	975	–	–	0.01%	190
2025 Q4	$247K	Hold	975	–	–	0.01%	187
2025 Q3	$241K	Hold	975	–	–	0.01%	188
2025 Q2	$234K	Hold	975	–	–	0.01%	188
2025 Q1	$221K	Hold	975	–	–	0.01%	181
2024 Q4	$200K	Hold	975	–	–	0.01%	195
2024 Q3	$236K	Hold	975	–	–	0.01%	183
2024 Q2	$214K	Hold	975	–	–	0.01%	185
2024 Q1	$219K	Hold	975	–	–	0.01%	182
2023 Q4	$214K	Hold	975	–	–	0.02%	185
2023 Q3	$214K	Hold	975	–	–	0.02%	183
2023 Q2	$219K	Buy	+975	New	+$195K	0.02%	182
2022 Q3	–	Sell	-975	Closed	-$201K	–	184
2022 Q2	$201K	Hold	975	–	–	0.02%	180
2022 Q1	$236K	Hold	975	–	–	0.02%	170
2021 Q4	$237K	Sell	975 -7	-0.7%	-$1.6K	0.02%	178
2021 Q3	$201K	Buy	982 +7	+0.7%	+$1.5K	0.01%	189
2021 Q2	$201K	Buy	+975	New	+$196K	0.02%	190
2019 Q1	–	Sell	-1,950	Closed	-$208K	–	157
2018 Q4	$208K	Hold	1,950	–	–	0.03%	136
2018 Q3	$223K	Buy	+1,950	New	+$221K	0.03%	140

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

Sigma Investment Counselors's STE Position: Q2 2026 in Review

Sigma Investment Counselors held its Steris (STE) position steady in Q2 2026 at 975 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #215.

Sigma Investment Counselors first reported a position in STE in Q3 2018 and has held it in 20 quarters since. The position peaked at $247K in Q4 2025. 830 funds tracked by Wall St. Rank hold STE as of Q2 2026.

Sigma Investment Counselors held 975 shares of Steris worth $205K as of Q2 2026.
Sigma Investment Counselors left its Steris share count unchanged in Q2 2026.
Steris made up 0.01% of Sigma Investment Counselors's portfolio in Q2 2026, its #215 holding.
Sigma Investment Counselors first reported a position in Steris in Q3 2018 and has held it in 20 quarters since.
Sigma Investment Counselors's Steris position peaked at $247K in Q4 2025.
830 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.