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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Summit Trail Advisors's STE Position: Q1 2026 in Review

Summit Trail Advisors increased its Steris (STE) stake by 23% in Q1 2026, buying an estimated $292K and bringing the position to 6,411 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #755.

Summit Trail Advisors first reported a position in STE in Q4 2017 and has held it in 8 quarters since. 838 funds tracked by Wall St. Rank hold STE as of Q1 2026.

  • Summit Trail Advisors held 6,411 shares of Steris worth $1.42M as of Q1 2026.
  • Summit Trail Advisors bought 1,194 Steris shares in Q1 2026, an estimated $292K.
  • Steris made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #755 holding.
  • Summit Trail Advisors first reported a position in Steris in Q4 2017 and has held it in 8 quarters since.
  • 838 funds tracked by Wall St. Rank held Steris as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.