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Spurstone Advisory Services’s Steris STE Stock Holding History

Spurstone Advisory Services’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
2025
Q3 		– Sell
-120
Closed -$28.8K – 148
2025
Q2 		$28.8K Buy
+120
New +$27.9K 0.44% 38

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Spurstone Advisory Services's STE Position: Q3 2025 in Review

Spurstone Advisory Services sold out of Steris (STE) in Q3 2025, closing a stake of 120 shares — an estimated $28.8K sold.

Spurstone Advisory Services first reported a position in STE in Q2 2025 and held it in 1 quarter. The position peaked at $28.8K in Q2 2025. 842 funds tracked by Wall St. Rank hold STE as of Q3 2025.

  • Spurstone Advisory Services reported no remaining Steris position as of Q3 2025 after selling out during the quarter.
  • Spurstone Advisory Services sold 120 Steris shares in Q3 2025, an estimated $28.8K.
  • Spurstone Advisory Services first reported a position in Steris in Q2 2025 and held it in 1 quarter.
  • Spurstone Advisory Services's Steris position peaked at $28.8K in Q2 2025.
  • 842 funds tracked by Wall St. Rank held Steris as of Q3 2025.

Based on Spurstone Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.