STA
STE icon

Summit Trail Advisors’s Steris STE Stock Holding History

Summit Trail 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 		$1.66M Buy
7,880
+1,469
+23% +$315K 0.02% 723
2026
Q1 		$1.42M Buy
6,411
+1,194
+23% +$292K 0.02% 755
2025
Q4 		$1.32M Buy
5,217
+2,031
+64% +$510K 0.02% 657
2025
Q3 		$788K Buy
3,186
+2,040
+178% +$488K 0.01% 940
2025
Q2 		$275K Sell
1,146
-287
-20% -$66.8K ﹤0.01% 963
2025
Q1 		$325K Sell
1,433
-138
-9% -$30.4K 0.01% 312
2024
Q4 		$323K Buy
1,571
+698
+80% +$153K 0.01% 278
2024
Q3 		$212K Buy
+873
New +$204K 0.01% 660
2018
Q1 		– Sell
-23
Closed -$2K – 1497
2017
Q4 		$2K Buy
+23
New +$2.05K ﹤0.01% 1679

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

Summit Trail Advisors's STE Position: Q2 2026 in Review

Summit Trail Advisors increased its Steris (STE) stake by 23% in Q2 2026, buying an estimated $315K and bringing the position to 7,880 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #723.

Summit Trail Advisors first reported a position in STE in Q4 2017 and has held it in 9 quarters since. 835 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • Summit Trail Advisors held 7,880 shares of Steris worth $1.66M as of Q2 2026.
  • Summit Trail Advisors bought 1,469 Steris shares in Q2 2026, an estimated $315K.
  • Steris made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #723 holding.
  • Summit Trail Advisors first reported a position in Steris in Q4 2017 and has held it in 9 quarters since.
  • 835 funds tracked by Wall St. Rank held Steris as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.